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.
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| Provider | Service type | Compensation |
|---|---|---|
INVESCO4+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $210,893 |
Filed as: VOYA INSTITUTIONAL TRUST COMPANY Service code 15 · EIN 71-0294708 | Recordkeeping | $206,993 |
MERCER4+ years Service code 28 · EIN 13-2834414 | Investment Management | $95,076 |
VERNON CONSULTING4+ years Service code 26 · EIN 26-3915791 | Advisory (Participants) | $87,583 |
Service code 50 · EIN 93-0925597 | Direct Payment | $81,674 |
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 | $209,964 | $144,389+45.4% | $90,782+131.3% | $75,289+178.9% |
| Participation rate | 97.8% | 92.2%+5.6pp | 82.7%+15.2pp | 72.4%+25.4pp |
| Annual return | -4.23% | 0.91%-5.1pp | -3.42%-0.8pp | -0.04%-4.2pp |
| Employer contribution / active EE | $7,284 | $4,529+60.8% | $4,105+77.4% | $2,405+202.9% |
| Participant deferral / active EE | $9,331 | $7,882+18.4% | $5,366+73.9% | $3,739+149.6% |
| Admin fee / account holder | $470 | $102+359.5% | $5,908-92.0% | $102+359.9% |