Filed December 15, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $1,807,799 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE STABLE ASSETS MGMT IN Service code 28 · EIN 52-0556948 | Investment Management | $458,081 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $439,228 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT COMP Service code 28 · EIN 13-3575636 | Investment Management | $267,917 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $247,977 |
BLACKROCK6+ years Service code 28 · EIN 94-3112180 | Investment Management | $114,719 |
CALLAN ASSOCIATES3 years Filed as: CALLAN MANAGEMENT Service code 16 · EIN 94-2192581 | Consulting | $107,210 |
Filed as: TRANSAMERICA LIFE AND ANNUITY Service code 28 · EIN 93-0913483 | Investment Management | $65,085 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $31,125 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON CAPITAL MGMT. CORP Service code 28 · EIN 25-1442864 | Investment Management | $11,029 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,779 | $93,223+158.3% | $112,977+113.1% | $93,223+158.3% |
| Participation rate | 98.3% | 74.9%+23.4pp | 82.6%+15.8pp | 74.9%+23.4pp |
| Annual return | 10.40% | 19.29%-8.9pp | 24.24%-13.8pp | 19.29%-8.9pp |
| Employer contribution / active EE | $6,041 | $2,680+125.5% | $4,255+42.0% | $2,680+125.5% |
| Participant deferral / active EE | $8,935 | $4,563+95.8% | $5,836+53.1% | $4,563+95.8% |
| Admin fee / account holder | $312 | $79+294.6% | $6,294-95.0% | $79+294.6% |