Filed April 26, 1996
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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $478,603 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $76,051 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 55 · EIN 06-0988655 | Other Commissions | $21,804 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,290 | $71,957+146.4% | $67,652+162.1% | $59,188+199.5% |
| Participation rate | 95.3% | 82.7%+12.7pp | 75.7%+19.7pp | 69.4%+25.9pp |
| Annual return | 0.01% | 8.53%-8.5pp | 6625.40%-6625.4pp | 5.51%-5.5pp |
| Employer contribution / active EE | $6,565 | $2,432+170.0% | $2,266+189.8% | $2,098+212.9% |
| Participant deferral / active EE | $4,988 | $4,211+18.4% | $3,560+40.1% | $3,265+52.8% |
| Admin fee / account holder | $37 | $64-42.9% | $4,821-99.2% | $92-60.3% |