Filed October 13, 2017 (most recent of 2 filings on file)
Total covered: 187 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 26 · EIN 04-3516284 | Advisory (Participants) | $3,306,571 |
LCG ASSOCIATES, INC.10+ years Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $84,000 |
ALSTON & BIRD LLP5 years Service code 29 · EIN 58-0137615 | Legal | $64,647 |
EIGHT ELEVEN GROUP2 years Service code 16 · EIN 35-2107150 | Consulting | $46,632 |
MERCER8 years Service code 11 · EIN 30-0282430 | Actuarial | $37,000 |
LBMC, PC6 years Service code 16 · EIN 62-1199757 | Consulting | $27,100 |
KELLY SERVICES INC1 year Filed as: KELLY SERVICES INC. Service code 16 · EIN 38-1510762 | Consulting | $18,241 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE Service code 13 · EIN 06-1454513 | Contract Administrator | $3,872 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $204,932 | $178,759+14.6% | $102,460+100.0% | $106,553+92.3% |
| Participation rate | 99.5% | 91.3%+8.2pp | 76.5%+23.0pp | 69.8%+29.7pp |
| Annual return | 12.76% | 17.23%-4.5pp | 29.47%-16.7pp | 17.37%-4.6pp |
| Employer contribution / active EE | $7,067 | $5,750+22.9% | $3,025+133.6% | $3,359+110.4% |
| Participant deferral / active EE | $8,811 | $9,466-6.9% | $5,056+74.3% | $5,562+58.4% |
| Admin fee / account holder | $168 | $62+170.5% | $9,460-98.2% | $80+111.0% |