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 | $244,435 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $128,683 |
MORNINGSTAR5 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $102,465 |
RVK, INC.6+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $44,339 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $22,500 |
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 | $209,262 | $176,471+18.6% | $95,968+118.1% | $90,274+131.8% |
| Participation rate | 98.6% | 86.6%+12.0pp | 77.1%+21.5pp | 73.4%+25.2pp |
| Annual return | 14.89% | 20.15%-5.3pp | 91.65%-76.8pp | 53.97%-39.1pp |
| Employer contribution / active EE | $6,283 | $2,783+125.7% | $2,542+147.2% | $2,523+149.0% |
| Participant deferral / active EE | $5,245 | $5,325-1.5% | $4,167+25.9% | $4,231+24.0% |
| Admin fee / account holder | $113 | $154-26.4% | $6,798-98.3% | $114-0.5% |