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) | $548,580 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $343,050 |
MERCER7+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $64,676 |
Filed as: CAPFINANCIAL PARTNERS, INC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $52,418 |
ALLEN, GIBBS & HOULIK, L.C.2 years Filed as: ALLEN GIBBS & HOULIK Service code 10 · EIN 48-1032601 | Accounting | $42,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,429 | $101,555+102.3% | $453,569-54.7% | $101,555+102.3% |
| Participation rate | 59.0% | 74.5%-15.5pp | 78.0%-19.0pp | 74.5%-15.5pp |
| Annual return | 21.18% | 21.00%+0.2pp | 64.43%-43.2pp | 21.00%+0.2pp |
| Employer contribution / active EE | $3,840 | $2,972+29.2% | $4,072-5.7% | $2,972+29.2% |
| Participant deferral / active EE | $4,964 | $4,874+1.8% | $6,211-20.1% | $4,874+1.8% |
| Admin fee / account holder | $186 | $139+33.3% | $11,214-98.3% | $139+33.3% |