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 22-1862786 | Advisory (Participants) | $472,973 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $308,820 |
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 | $165,748 | $82,204+101.6% | $392,568-57.8% | $82,204+101.6% |
| Participation rate | 61.8% | 73.4%-11.6pp | 78.1%-16.2pp | 73.4%-11.6pp |
| Annual return | 20.00% | 26.31%-6.3pp | 24.42%-4.4pp | 26.31%-6.3pp |
| Employer contribution / active EE | $4,464 | $2,707+64.9% | $3,783+18.0% | $2,707+64.9% |
| Participant deferral / active EE | $5,063 | $4,246+19.2% | $5,985-15.4% | $4,246+19.2% |
| Admin fee / account holder | $135 | $76+78.6% | $6,260-97.8% | $76+78.6% |