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 | $529,281 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $152,496 |
MORNINGSTAR6 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $118,697 |
RVK, INC.7+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $115,121 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $26,000 |
Filed as: SSGA Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $8,733 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,794 | $144,879+60.0% | $111,319+108.2% | $93,010+149.2% |
| Participation rate | 92.9% | 86.1%+6.7pp | 77.3%+15.5pp | 73.9%+19.0pp |
| Annual return | 12.86% | 18.11%-5.2pp | 54.68%-41.8pp | 158.70%-145.8pp |
| Employer contribution / active EE | $6,997 | $3,052+129.2% | $2,732+156.2% | $2,705+158.6% |
| Participant deferral / active EE | $6,004 | $5,576+7.7% | $4,488+33.8% | $4,561+31.6% |
| Admin fee / account holder | $196 | $104+88.9% | $7,966-97.5% | $152+28.9% |