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 | $18,798 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 50 · EIN 06-0988655 | Direct Payment | $5,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,415 | $118,337+137.0% | $189,534+47.9% | $93,010+201.5% |
| Participation rate | 96.5% | 89.1%+7.5pp | 87.8%+8.7pp | 73.9%+22.6pp |
| Annual return | 17.23% | 21.77%-4.5pp | 555.39%-538.2pp | 158.70%-141.5pp |
| Employer contribution / active EE | $5,342 | $4,204+27.1% | $6,162-13.3% | $2,705+97.5% |
| Participant deferral / active EE | $12,781 | $7,123+79.4% | $8,220+55.5% | $4,561+180.2% |
| Admin fee / account holder | $0 | $100-100.0% | $12,049-100.0% | $152-100.0% |