Filed May 10, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $791,856 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $362,282 |
BLACKROCK1 year Service code 26 · EIN 26-4299445 | Advisory (Participants) | $31,342 |
Annual investment return 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 | $207,918 | $110,258+88.6% | $102,460+102.9% | $200,096+3.9% |
| Participation rate | 97.0% | 86.3%+10.7pp | 76.5%+20.5pp | 72.0%+25.0pp |
| Annual return | 10.14% | 35.78%-25.6pp | 29.47%-19.3pp | 34.26%-24.1pp |
| Employer contribution / active EE | $6,063 | $3,605+68.2% | $3,025+100.4% | $3,038+99.6% |
| Participant deferral / active EE | $10,876 | $6,377+70.5% | $5,056+115.1% | $5,090+113.7% |
| Admin fee / account holder | $106 | $122-13.1% | $9,460-98.9% | $269-60.5% |