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 | $451,309 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $139,684 |
MORNINGSTAR7 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $111,479 |
RVK, INC.8+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $98,165 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $15,771 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,331 | $106,087+25.7% | $86,717+53.8% | $78,104+70.7% |
| Participation rate | 95.2% | 89.6%+5.7pp | 76.6%+18.6pp | 74.5%+20.7pp |
| Annual return | -16.78% | -14.87%-1.9pp | 35.97%-52.8pp | 10.90%-27.7pp |
| Employer contribution / active EE | $5,873 | $4,110+42.9% | $2,837+107.0% | $3,128+87.8% |
| Participant deferral / active EE | $4,814 | $6,851-29.7% | $4,657+3.4% | $5,089-5.4% |
| Admin fee / account holder | $117 | $81+44.0% | $7,494-98.4% | $79+48.2% |