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: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $247,817 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $161,072 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $154,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $137,451 | $92,813+48.1% | $108,745+26.4% | $65,292+110.5% |
| Participation rate | 61.6% | 84.5%-23.0pp | 77.7%-16.1pp | 72.4%-10.9pp |
| Annual return | 9.41% | 14.67%-5.3pp | 46.22%-36.8pp | 11.84%-2.4pp |
| Employer contribution / active EE | $4,359 | $3,016+44.5% | $3,323+31.2% | $2,302+89.4% |
| Participant deferral / active EE | $4,631 | $5,191-10.8% | $5,121-9.6% | $3,579+29.4% |
| Admin fee / account holder | $67 | $56+19.2% | $6,144-98.9% | $57+16.7% |