Filed December 16, 2016 (most recent of 4 filings on file)
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 Service code 15 · EIN 02-0488491 | Recordkeeping | $5,487,340 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-6013494 | Investment Mgmt Fees | $919,502 |
BLACKROCK1+ years Service code 51 · EIN 04-0025081 | Investment Mgmt Fees | $214,623 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $167,633 |
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 | $65,386 | $84,728-22.8% | $60,547+8.0% | $69,651-6.1% |
| Participation rate | 87.2% | 63.7%+23.5pp | 68.0%+19.3pp | 66.6%+20.7pp |
| Annual return | -3.31% | -1.91%-1.4pp | 335.64%-338.9pp | 53.77%-57.1pp |
| Employer contribution / active EE | $1,117 | $3,261-65.7% | $2,419-53.8% | $2,241-50.1% |
| Participant deferral / active EE | $3,386 | $3,056+10.8% | $3,328+1.7% | $3,635-6.9% |
| Admin fee / account holder | $72 | $74-3.0% | $4,536-98.4% | $63+13.7% |