Filed February 27, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 23-2748550 1030 OLD VALLEY FORGE ROAD · KING OF PRUSSIA, PA 19406 | Other Fees | $24,482 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $1,372 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,409 | $53,412-56.2% | $68,509-65.8% | $52,331-55.3% |
| Participation rate | 95.8% | 71.7%+24.1pp | 74.7%+21.1pp | 68.1%+27.7pp |
| Annual return | 0.19% | 3.42%-3.2pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $525 | $1,607-67.3% | $2,278-76.9% | $1,882-72.1% |
| Participant deferral / active EE | $3,342 | $2,688+24.4% | $3,382-1.2% | $3,022+10.6% |
| Admin fee / account holder | $25 | $461-94.5% | $5,275-99.5% | $592-95.7% |