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 | $2,696,243 |
STATE STREET GLOBAL ADVISORS3+ years Service code 51 · EIN 04-6013494 | Investment Mgmt Fees | $1,205,533 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $445,419 |
BLACKROCK3+ years Service code 51 · EIN 04-0025081 | Investment Mgmt Fees | $267,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,190 | $106,972-26.9% | $71,671+9.1% | $80,976-3.4% |
| Participation rate | 81.7% | 64.4%+17.3pp | 68.7%+13.0pp | 68.3%+13.5pp |
| Annual return | 14.47% | 23.84%-9.4pp | 20.65%-6.2pp | 22.91%-8.4pp |
| Employer contribution / active EE | $1,269 | $4,034-68.6% | $2,460-48.4% | $2,402-47.2% |
| Participant deferral / active EE | $3,342 | $3,800-12.1% | $3,438-2.8% | $3,848-13.2% |
| Admin fee / account holder | $81 | $97-16.4% | $5,558-98.5% | $67+19.6% |