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) | $548,728 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $347,049 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, INC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $90,000 |
MERCER8+ years Service code 70 · EIN 13-2834414 | Consulting Fees | $49,656 |
ALLEN, GIBBS & HOULIK, L.C.3 years Filed as: ALLEN GIBBS & HOULIK Service code 10 · EIN 48-1032601 | Accounting | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $171,808 | $78,104+120.0% | $115,756+48.4% | $78,104+120.0% |
| Participation rate | 64.4% | 74.5%-10.1pp | 77.1%-12.7pp | 74.5%-10.1pp |
| Annual return | -5.93% | 10.90%-16.8pp | 143.14%-149.1pp | 10.90%-16.8pp |
| Employer contribution / active EE | $2,809 | $3,128-10.2% | $3,793-25.9% | $3,128-10.2% |
| Participant deferral / active EE | $5,330 | $5,089+4.7% | $6,254-14.8% | $5,089+4.7% |
| Admin fee / account holder | $171 | $79+116.5% | $8,124-97.9% | $79+116.5% |