Filed November 20, 1990
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 FINANCIAL Service code 15 · EIN 71-0294708 | Recordkeeping | $269,758 |
INVESCO2+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $222,287 |
MERCER2+ years Service code 28 · EIN 13-2834414 | Investment Management | $65,869 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $27,500 |
VERNON CONSULTING2+ years Service code 26 · EIN 26-3915791 | Advisory (Participants) | $15,418 |
GROOM LAW GROUP2+ years Service code 29 · EIN 52-1219029 | Legal | $5,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,434 | $144,604+38.6% | $88,497+126.5% | $63,975+213.3% |
| Participation rate | 99.1% | 91.8%+7.3pp | 82.4%+16.7pp | 71.1%+28.0pp |
| Annual return | 7.29% | 9.63%-2.3pp | 7.63%-0.3pp | 48.65%-41.4pp |
| Employer contribution / active EE | $6,571 | $4,008+64.0% | $4,036+62.8% | $2,182+201.2% |
| Participant deferral / active EE | $8,731 | $7,027+24.2% | $4,899+78.2% | $3,356+160.1% |
| Admin fee / account holder | $372 | $78+374.4% | $6,220-94.0% | $70+428.0% |