Filed October 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $137,588 |
VALLEY FORGE INVESTMENT CONSULTANTS10+ years Service code 99 · EIN 23-2748550 | Other Fees | $50,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $36,399 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,654 | $66,486+28.8% | $81,370+5.3% | $77,762+10.1% |
| Participation rate | 94.0% | 68.7%+25.3pp | 69.5%+24.5pp | 70.6%+23.4pp |
| Annual return | 15.42% | 15.95%-0.5pp | 24.85%-9.4pp | 31.27%-15.9pp |
| Employer contribution / active EE | $2,100 | $2,158-2.7% | $2,464-14.8% | $2,728-23.0% |
| Participant deferral / active EE | $5,303 | $3,677+44.2% | $3,885+36.5% | $4,651+14.0% |
| Admin fee / account holder | $159 | $586-72.8% | $5,749-97.2% | $433-63.3% |