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 | $277,278 |
INVESCO8+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $218,765 |
Filed as: TOWERS WATSON DELAWARE Service code 16 · EIN 53-0181291 | Consulting | $88,540 |
MERCER8+ years Service code 28 · EIN 13-2834414 | Investment Management | $74,777 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $28,500 |
BLACKROCK1 year Filed as: BLACKROCK INSTL TRUST COMPANY Service code 16 · EIN 94-3112180 | Consulting | $11,208 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,724 | $153,281+52.5% | $93,765+149.3% | $77,906+200.0% |
| Participation rate | 98.1% | 92.2%+5.9pp | 81.0%+17.1pp | 73.7%+24.4pp |
| Annual return | -16.88% | -5.55%-11.3pp | -11.32%-5.6pp | 12.16%-29.0pp |
| Employer contribution / active EE | $10,024 | $5,690+76.2% | $4,327+131.6% | $2,846+252.2% |
| Participant deferral / active EE | $12,427 | $9,364+32.7% | $6,099+103.7% | $4,805+158.6% |
| Admin fee / account holder | $428 | $114+275.5% | $7,184-94.0% | $133+223.1% |