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 | $37,185 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $1,754 |
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 | $35,077 | $63,314-44.6% | $91,004-61.5% | $62,293-43.7% |
| Participation rate | 97.3% | 73.3%+23.9pp | 75.6%+21.7pp | 69.5%+27.8pp |
| Annual return | 17.69% | 21.00%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $594 | $1,807-67.1% | $2,456-75.8% | $2,042-70.9% |
| Participant deferral / active EE | $3,880 | $2,944+31.8% | $3,548+9.4% | $3,169+22.4% |
| Admin fee / account holder | $32 | $468-93.1% | $5,417-99.4% | $479-93.3% |