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 | $229,526 |
INVESCO7+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $219,988 |
MERCER7+ years Service code 28 · EIN 13-2834414 | Investment Management | $136,632 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $27,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,296 | $211,459+38.2% | $119,237+145.1% | $93,010+214.3% |
| Participation rate | 97.8% | 94.1%+3.8pp | 82.7%+15.1pp | 73.9%+23.9pp |
| Annual return | 12.86% | 39.10%-26.2pp | 30.70%-17.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $8,885 | $5,958+49.1% | $4,383+102.7% | $2,705+228.4% |
| Participant deferral / active EE | $11,428 | $9,654+18.4% | $6,112+87.0% | $4,561+150.6% |
| Admin fee / account holder | $482 | $124+290.0% | $7,229-93.3% | $152+218.0% |