Filed October 19, 2004
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 Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $6,295 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,210 |
LATITUDE SERVICE COMPANY INC4 years Service code 49 1500 N OAK DR · PLYMOUTH, IN 46563 | Other Services | $5,905 |
Filed as: VOYA RETIREMENT INVESTMENT AND ANNU Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,546 | $60,504+53.0% | $81,882+13.0% | $74,478+24.3% |
| Participation rate | 88.9% | 62.9%+26.0pp | 72.4%+16.5pp | 67.2%+21.7pp |
| Annual return | 14.64% | 16.91%-2.3pp | 779.47%-764.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $2,537 | $2,627-3.4% | $2,916-13.0% | $2,626-3.4% |
| Participant deferral / active EE | $4,966 | $3,400+46.1% | $4,323+14.9% | $4,350+14.2% |
| Admin fee / account holder | $55 | $1,492-96.3% | $7,360-99.2% | $1,946-97.2% |