Filed September 23, 1992
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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $316,690 |
KILPATRICK TOWNSEND2 years Service code 29 · EIN 56-0511774 | Legal | $117,161 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $53,631 |
MORNINGSTAR4 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $44,016 |
WARREN AVERETT, LLC1 year Filed as: WAREEN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $15,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $316,299 | $82,783+282.1% | $133,982+136.1% | $90,274+250.4% |
| Participation rate | 23.7% | 81.3%-57.6pp | 79.8%-56.2pp | 73.4%-49.7pp |
| Annual return | 11.91% | 21.89%-10.0pp | 45.10%-33.2pp | 53.97%-42.1pp |
| Employer contribution / active EE | $4,976 | $2,388+108.3% | $3,919+27.0% | $2,523+97.2% |
| Participant deferral / active EE | $8,515 | $4,291+98.4% | $5,047+68.7% | $4,231+101.3% |
| Admin fee / account holder | $228 | $93+145.2% | $8,930-97.5% | $114+99.7% |