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 | $270,054 |
INVESCO5+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $215,261 |
MERCER5+ years Service code 28 · EIN 13-2834414 | Investment Management | $101,880 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $24,000 |
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 | $236,767 | $168,477+40.5% | $105,387+124.7% | $77,775+204.4% |
| Participation rate | 98.5% | 91.6%+6.9pp | 82.6%+16.0pp | 73.2%+25.3pp |
| Annual return | 21.54% | 25.62%-4.1pp | 26.82%-5.3pp | 32.58%-11.0pp |
| Employer contribution / active EE | $8,193 | $4,957+65.3% | $4,213+94.4% | $2,504+227.2% |
| Participant deferral / active EE | $10,429 | $8,141+28.1% | $5,502+89.5% | $3,966+163.0% |
| Admin fee / account holder | $404 | $103+293.8% | $6,559-93.8% | $100+303.4% |