Filed April 27, 2007 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 27 · EIN 04-3516284 | Advisory (Plan) | $619,869 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $311,390 |
Filed as: VOYA ADVISORS LLC Service code 16 · EIN 02-0488491 | Consulting | $289,092 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $58,380 |
BDO USA, LLP1 year Filed as: BDO USA P.A. Service code 49 · EIN 13-5381590 | Other Services | $6,822 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,294 | $130,052+64.0% | $86,717+146.0% | $77,906+173.8% |
| Participation rate | 99.3% | 85.9%+13.4pp | 76.6%+22.7pp | 73.7%+25.6pp |
| Annual return | -14.58% | -12.73%-1.9pp | 35.97%-50.6pp | 12.16%-26.7pp |
| Employer contribution / active EE | $10,941 | $3,214+240.5% | $2,837+285.6% | $2,846+284.4% |
| Participant deferral / active EE | $12,970 | $5,741+125.9% | $4,657+178.5% | $4,805+169.9% |
| Admin fee / account holder | $345 | $132+162.0% | $7,494-95.4% | $133+160.6% |