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, L Service code 64 | Recordkeeping Fees | $158,457 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $93,359 |
RVK, INC.2+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $78,837 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $47,361 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $40,052 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 55 · EIN 06-0988655 | Other Commissions | $17,433 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $185,409 | $80,211+131.2% | $74,184+149.9% | $63,975+189.8% |
| Participation rate | 95.6% | 84.2%+11.4pp | 76.6%+19.0pp | 71.1%+24.5pp |
| Annual return | 7.66% | 14.13%-6.5pp | 17.74%-10.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $6,791 | $2,553+166.0% | $2,370+186.5% | $2,182+211.3% |
| Participant deferral / active EE | $4,935 | $4,370+12.9% | $3,550+39.0% | $3,356+47.0% |
| Admin fee / account holder | $48 | $67-28.2% | $5,586-99.1% | $70-31.5% |