Filed July 26, 2006
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 ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $479,074 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $374,449 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, INC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $71,145 |
MERCER10+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $40,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $188,158 | $99,314+89.5% | $136,072+38.3% | $99,314+89.5% |
| Participation rate | 67.1% | 71.7%-4.6pp | 76.4%-9.4pp | 71.7%-4.6pp |
| Annual return | 11.83% | 17.67%-5.8pp | 580.46%-568.6pp | 17.67%-5.8pp |
| Employer contribution / active EE | $2,307 | $3,264-29.3% | $4,216-45.3% | $3,264-29.3% |
| Participant deferral / active EE | $6,032 | $5,346+12.8% | $7,028-14.2% | $5,346+12.8% |
| Admin fee / account holder | $149 | $109+36.4% | $6,718-97.8% | $109+36.4% |