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 | $199,981 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $192,882 |
RVK, INC.3+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $79,980 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $76,726 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $63,018 |
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 | $209,057 | $88,730+135.6% | $82,312+154.0% | $77,958+168.2% |
| Participation rate | 98.5% | 84.5%+14.0pp | 76.9%+21.6pp | 71.6%+26.9pp |
| Annual return | 17.80% | 20.88%-3.1pp | 25.88%-8.1pp | 20.87%-3.1pp |
| Employer contribution / active EE | $6,741 | $2,758+144.4% | $2,428+177.6% | $2,310+191.8% |
| Participant deferral / active EE | $5,006 | $4,634+8.0% | $3,706+35.1% | $3,537+41.6% |
| Admin fee / account holder | $79 | $74+6.3% | $5,608-98.6% | $97-19.2% |