Filed March 16, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC. Service code 26 · EIN 22-1862786 | Advisory (Participants) | $350,477 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $231,798 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 26 · EIN 71-0912527 | Advisory (Participants) | $70,979 |
BECHER DELLA TORRE GITTO & CO.8+ years Filed as: BECHER DELLA TORRE GOTTO & CO. Service code 26 · EIN 22-2625944 | Advisory (Participants) | $27,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,355 | $130,052-37.4% | $86,717-6.2% | $77,906+4.4% |
| Participation rate | 50.9% | 85.9%-35.1pp | 76.6%-25.7pp | 73.7%-22.8pp |
| Annual return | -15.49% | -12.73%-2.8pp | 35.97%-51.5pp | 12.16%-27.6pp |
| Employer contribution / active EE | $4,546 | $3,214+41.5% | $2,837+60.2% | $2,846+59.7% |
| Participant deferral / active EE | $4,438 | $5,741-22.7% | $4,657-4.7% | $4,805-7.6% |
| Admin fee / account holder | $121 | $132-8.1% | $7,494-98.4% | $133-8.6% |