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 | $2,647,792 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-6013494 | Investment Management | $581,611 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $556,467 |
BLACKROCK4+ years Service code 28 · EIN 04-0025081 | Investment Management | $198,473 |
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 | $67,454 | $96,540-30.1% | $67,313+0.2% | $73,367-8.1% |
| Participation rate | 82.7% | 65.8%+16.9pp | 69.1%+13.6pp | 69.5%+13.2pp |
| Annual return | -7.76% | -4.11%-3.7pp | -4.08%-3.7pp | 173.45%-181.2pp |
| Employer contribution / active EE | $1,543 | $4,087-62.2% | $2,566-39.9% | $2,499-38.2% |
| Participant deferral / active EE | $3,526 | $3,965-11.1% | $3,568-1.2% | $4,033-12.6% |
| Admin fee / account holder | $79 | $100-20.4% | $4,507-98.2% | $68+16.0% |