Filed April 28, 2006 (most recent of 3 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 INSTITUTIONAL PLAN SERVICES Service code 50 · EIN 04-3516284 | Direct Payment | $13,764 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 50 · EIN 06-0988655 | Direct Payment | $6,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,997 | $110,699+125.8% | $177,839+40.6% | $90,274+176.9% |
| Participation rate | 97.2% | 88.3%+8.8pp | 87.7%+9.5pp | 73.4%+23.8pp |
| Annual return | 10.23% | 22.79%-12.6pp | 48.33%-38.1pp | 53.97%-43.7pp |
| Employer contribution / active EE | $5,231 | $4,118+27.0% | $5,919-11.6% | $2,523+107.3% |
| Participant deferral / active EE | $12,571 | $6,731+86.8% | $7,714+63.0% | $4,231+197.2% |
| Admin fee / account holder | $0 | $90-100.0% | $12,432-100.0% | $114-100.0% |