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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $203,538 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $44,700 |
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN, GIBBS & HOULIK, LC Service code 10 · EIN 48-1032601 | Accounting | $0 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,230 | $67,505+85.5% | $105,218+19.0% | $67,505+85.5% |
| Participation rate | 50.8% | 71.2%-20.4pp | 77.2%-26.4pp | 71.2%-20.4pp |
| Annual return | -0.65% | 6.52%-7.2pp | 5.33%-6.0pp | 6.52%-7.2pp |
| Employer contribution / active EE | $3,556 | $2,173+63.7% | $3,255+9.2% | $2,173+63.7% |
| Participant deferral / active EE | $3,725 | $3,597+3.6% | $4,867-23.5% | $3,597+3.6% |
| Admin fee / account holder | $44 | $56-21.3% | $6,992-99.4% | $56-21.3% |