Filed January 28, 2015
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $49,172 |
VALIANT RETIRE INC.3 years Service code 15 · EIN 87-1649469 | Recordkeeping | $5,350 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,813 | $92,186-47.0% | $105,624-53.8% | $77,762-37.2% |
| Participation rate | 82.2% | 81.0%+1.2pp | 75.3%+6.9pp | 70.6%+11.6pp |
| Annual return | 11.78% | 17.83%-6.0pp | 116.20%-104.4pp | 31.27%-19.5pp |
| Employer contribution / active EE | $356 | $3,376-89.4% | $3,168-88.8% | $2,728-86.9% |
| Participant deferral / active EE | $2,521 | $5,395-53.3% | $5,013-49.7% | $4,651-45.8% |
| Admin fee / account holder | $193 | $219-12.0% | $10,961-98.2% | $433-55.5% |