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 INSTITUTIONAL TRUST COMPANY Service code 15 · EIN 71-0294708 | Recordkeeping | $241,196 |
INVESCO3+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $215,660 |
MERCER3+ years Service code 28 · EIN 13-2834414 | Investment Management | $69,553 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $30,000 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $25,100 |
VERNON CONSULTING3+ years Service code 26 · EIN 26-3915791 | Advisory (Participants) | $15,378 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $9,857 |
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 | $220,193 | $159,202+38.3% | $97,995+124.7% | $77,958+182.5% |
| Participation rate | 97.2% | 91.5%+5.7pp | 82.4%+14.8pp | 71.6%+25.6pp |
| Annual return | 16.41% | 28.47%-12.1pp | 23.94%-7.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $6,950 | $4,224+64.5% | $4,158+67.1% | $2,310+200.8% |
| Participant deferral / active EE | $9,006 | $7,461+20.7% | $5,097+76.7% | $3,537+154.7% |
| Admin fee / account holder | $411 | $83+397.5% | $5,943-93.1% | $97+322.4% |