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 | $3,280,943 |
STATE STREET GLOBAL ADVISORS2+ years Service code 51 · EIN 04-6013494 | Investment Mgmt Fees | $1,664,232 |
BLACKROCK2+ years Service code 51 · EIN 04-0025081 | Investment Mgmt Fees | $324,691 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $226,001 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,901 | $93,789-24.4% | $67,836+4.5% | $329,111-78.5% |
| Participation rate | 87.3% | 65.9%+21.5pp | 68.8%+18.5pp | 67.9%+19.5pp |
| Annual return | 13.16% | 17.51%-4.4pp | 138.49%-125.3pp | 16.35%-3.2pp |
| Employer contribution / active EE | $1,164 | $3,924-70.3% | $2,404-51.6% | $2,303-49.5% |
| Participant deferral / active EE | $3,386 | $3,663-7.5% | $3,160+7.2% | $3,682-8.0% |
| Admin fee / account holder | $76 | $82-7.0% | $4,621-98.4% | $754-89.9% |