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 | $2,928,206 |
BLACKROCK7+ years Service code 28 · EIN 04-0025081 | Investment Management | $1,078,467 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $863,852 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $197,582 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,766 | $106,520-4.5% | $189,611-46.3% | $106,520-4.5% |
| Participation rate | 81.5% | 71.3%+10.1pp | 78.5%+3.0pp | 71.3%+10.1pp |
| Annual return | 17.11% | 19.28%-2.2pp | 64.20%-47.1pp | 19.28%-2.2pp |
| Employer contribution / active EE | $2,279 | $2,840-19.8% | $4,413-48.4% | $2,840-19.8% |
| Participant deferral / active EE | $4,215 | $4,948-14.8% | $6,174-31.7% | $4,948-14.8% |
| Admin fee / account holder | $101 | $75+35.6% | $9,808-99.0% | $75+35.6% |