Filed August 20, 1999
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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $344,375 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $258,139 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $34,326 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 16 · EIN 23-1945930 | Consulting | $8,449 |
THE VANGUARD GROUP, INC.4 years Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,110 | $57,150-8.8% | $93,727-44.4% | $106,553-51.1% |
| Participation rate | 16.8% | 49.1%-32.3pp | 68.7%-51.9pp | 69.8%-53.0pp |
| Annual return | 13.79% | 15.81%-2.0pp | 133.83%-120.0pp | 17.37%-3.6pp |
| Employer contribution / active EE | $378 | $1,015-62.7% | $2,421-84.4% | $3,359-88.7% |
| Participant deferral / active EE | $756 | $1,853-59.2% | $4,417-82.9% | $5,562-86.4% |
| Admin fee / account holder | $136 | $64+110.8% | $8,292-98.4% | $80+70.3% |