Filed February 8, 2007
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 |
|---|---|---|
Service code 99 | Other Fees | $16,618 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,997 |
MALONEY & NOVOTNY LLC6 years Filed as: MALONEY NOVOTNY Service code 99 · EIN 11-1000111 | Other Fees | $2,013 |
BEACON FINANCIAL GROUP, INC.3 years Filed as: BEACON FINANCIAL GROUP Service code 99 · EIN 20-8960107 | Other Fees | $0 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $0 |
TRINITY PENSION CONSULTANTS4 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 49 · EIN 20-4548831 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,199 | $54,245-14.8% | $93,727-50.7% | $77,762-40.6% |
| Participation rate | 29.4% | 63.9%-34.5pp | 68.7%-39.3pp | 70.6%-41.1pp |
| Annual return | 14.99% | 30.58%-15.6pp | 133.83%-118.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $126 | $1,168-89.2% | $2,421-94.8% | $2,728-95.4% |
| Participant deferral / active EE | $1,263 | $3,144-59.8% | $4,417-71.4% | $4,651-72.8% |
| Admin fee / account holder | $77 | $575-86.6% | $8,292-99.1% | $433-82.2% |