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 | $458,022 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $127,996 |
MORNINGSTAR4 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $102,603 |
RVK, INC.5+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $87,167 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $20,000 |
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 | $220,800 | $105,173+109.9% | $87,102+153.5% | $77,775+183.9% |
| Participation rate | 96.9% | 85.8%+11.1pp | 76.9%+20.1pp | 73.2%+23.7pp |
| Annual return | 21.23% | 24.52%-3.3pp | 28.19%-7.0pp | 32.58%-11.3pp |
| Employer contribution / active EE | $6,866 | $2,890+137.6% | $2,521+172.3% | $2,504+174.2% |
| Participant deferral / active EE | $5,378 | $5,048+6.5% | $4,048+32.8% | $3,966+35.6% |
| Admin fee / account holder | $139 | $105+32.6% | $7,493-98.1% | $100+38.5% |