Filed July 11, 1996 (most recent of 2 filings on file)
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $183,310 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $147,622 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $32,076 |
PLANTE & MORAN, PLLC7 years Filed as: PLANTE MORAN PLLC Service code 99 · EIN 33-1498605 | Other Fees | $31,000 |
RETIREMENT RX7 years Service code 99 · EIN 20-1440862 | Other Fees | $25,343 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,106 | $92,055+178.2% | $106,213+141.1% | $77,643+229.9% |
| Participation rate | 91.6% | 81.0%+10.5pp | 75.3%+16.3pp | 70.6%+21.0pp |
| Annual return | 14.63% | 17.91%-3.3pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $10,444 | $3,367+210.2% | $3,171+229.3% | $2,726+283.2% |
| Participant deferral / active EE | $14,312 | $5,386+165.7% | $5,016+185.3% | $4,647+208.0% |
| Admin fee / account holder | $431 | $219+96.9% | $11,033-96.1% | $430+0.2% |