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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,106 | $92,186+177.8% | $105,624+142.5% | $77,762+229.3% |
| Participation rate | 91.6% | 81.0%+10.5pp | 75.3%+16.3pp | 70.6%+21.0pp |
| Annual return | 14.63% | 17.83%-3.2pp | 116.20%-101.6pp | 31.27%-16.6pp |
| Employer contribution / active EE | $10,444 | $3,376+209.4% | $3,168+229.7% | $2,728+282.8% |
| Participant deferral / active EE | $14,312 | $5,395+165.3% | $5,013+185.5% | $4,651+207.7% |
| Admin fee / account holder | $431 | $219+96.9% | $10,961-96.1% | $433-0.4% |