Filed March 16, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $429,827 |
Filed as: VOYA RETIREMENT ADVISORS, LLC. Service code 26 · EIN 22-1862786 | Advisory (Participants) | $323,276 |
GLADING GROUP5+ years Service code 26 · EIN 71-0912527 | Advisory (Participants) | $76,828 |
BECHER DELLA TORRE GITTO & CO.5+ years Filed as: BECHER DELLA TORRE GOTTO & CO. Service code 26 · EIN 22-2625944 | Advisory (Participants) | $33,275 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,840 | $117,238-36.2% | $87,100-14.1% | $82,204-9.0% |
| Participation rate | 82.5% | 87.2%-4.8pp | 76.9%+5.6pp | 73.4%+9.1pp |
| Annual return | 21.39% | 25.80%-4.4pp | 28.19%-6.8pp | 26.31%-4.9pp |
| Employer contribution / active EE | $3,266 | $3,535-7.6% | $2,521+29.5% | $2,707+20.6% |
| Participant deferral / active EE | $3,481 | $5,976-41.7% | $4,049-14.0% | $4,246-18.0% |
| Admin fee / account holder | $154 | $81+89.7% | $7,497-97.9% | $76+103.9% |