Filed September 21, 1999
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 PLAN SERVICES Service code 37 · EIN 71-0294708 | Loan Processing | $190,563 |
NESTLE USA1 year Service code 14 · EIN 95-1572209 | Plan Administrator | $33,723 |
Filed as: CALFEE, HALTER & GRISWOLD Service code 29 · EIN 34-0732302 | Legal | $9,761 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,063 | $89,433+55.5% | $69,888+99.0% | $89,433+55.5% |
| Participation rate | 85.3% | 71.3%+14.0pp | 70.5%+14.8pp | 71.3%+14.0pp |
| Annual return | -10.34% | -11.88%+1.5pp | 190.87%-201.2pp | -11.88%+1.5pp |
| Employer contribution / active EE | $4,445 | $3,021+47.1% | $2,560+73.6% | $3,021+47.1% |
| Participant deferral / active EE | $7,382 | $5,125+44.0% | $3,849+91.8% | $5,125+44.0% |
| Admin fee / account holder | $5 | $79-93.1% | $6,267-99.9% | $79-93.1% |