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 | $30,327 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $1,583 |
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 | $25,108 | $56,640-55.7% | $78,002-67.8% | $55,167-54.5% |
| Participation rate | 96.6% | 73.3%+23.2pp | 75.5%+21.0pp | 69.0%+27.6pp |
| Annual return | 17.54% | 2868.48%-2850.9pp | 425.99%-408.4pp | 169.23%-151.7pp |
| Employer contribution / active EE | $559 | $1,724-67.6% | $2,470-77.4% | $1,963-71.5% |
| Participant deferral / active EE | $3,636 | $2,778+30.9% | $3,497+4.0% | $3,054+19.1% |
| Admin fee / account holder | $16 | $467-96.6% | $5,481-99.7% | $504-96.9% |