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) | $2,036,827 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE STABLE ASSETS MGMT IN Service code 28 · EIN 52-0556948 | Investment Management | $720,149 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $553,742 |
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT COMP Service code 28 · EIN 13-3575636 | Investment Management | $301,891 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $202,748 |
BLACKROCK7+ years Service code 28 · EIN 94-3112180 | Investment Management | $182,480 |
CALLAN ASSOCIATES4 years Filed as: CALLAN MANAGEMENT Service code 16 · EIN 94-2192581 | Consulting | $109,734 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $47,345 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $37,005 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTIONS LLC(TEMPO HOLDING) Service code 17 · EIN 82-1061233 | Pension Consulting | $18,225 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,862 | $101,555+152.9% | $119,237+115.4% | $101,555+152.9% |
| Participation rate | 98.4% | 74.5%+23.9pp | 82.7%+15.7pp | 74.5%+23.9pp |
| Annual return | 19.43% | 21.00%-1.6pp | 30.70%-11.3pp | 21.00%-1.6pp |
| Employer contribution / active EE | $6,103 | $2,972+105.3% | $4,383+39.2% | $2,972+105.3% |
| Participant deferral / active EE | $9,186 | $4,874+88.5% | $6,112+50.3% | $4,874+88.5% |
| Admin fee / account holder | $353 | $139+152.9% | $7,229-95.1% | $139+152.9% |