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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA Service code 15 · EIN 02-0488491 | Recordkeeping | $2,693,263 |
BLACKROCK8+ years Service code 28 · EIN 04-0025081 | Investment Management | $1,026,615 |
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $154,116 |
Filed as: QDRO BENEFITS FIRM, SUSAN L.DUBROF, Service code 29 · EIN 84-2015520 | Legal | $73,498 |
Filed as: STATE STREET GLOBAL ADV TRUST COMP Service code 28 · EIN 81-4017137 | Investment Management | $0 |
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 | $82,809 | $96,461-14.2% | $68,803+20.4% | $89,433-7.4% |
| Participation rate | 85.2% | 64.2%+21.1pp | 69.0%+16.2pp | 71.3%+14.0pp |
| Annual return | -17.34% | -13.05%-4.3pp | -6.37%-11.0pp | -11.88%-5.5pp |
| Employer contribution / active EE | $2,611 | $3,671-28.9% | $2,656-1.7% | $3,021-13.6% |
| Participant deferral / active EE | $4,554 | $4,123+10.4% | $3,942+15.5% | $5,125-11.1% |
| Admin fee / account holder | $91 | $102-10.7% | $4,936-98.2% | $79+14.6% |