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 15 · EIN 04-3516284 | Recordkeeping | $550,421 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $269,818 |
RVK, INC.9+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $105,017 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA Service code 27 · EIN 90-0337987 | Advisory (Plan) | $13,680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,515 | $118,464+33.8% | $96,564+64.2% | $103,657+52.9% |
| Participation rate | 96.7% | 89.0%+7.7pp | 76.0%+20.7pp | 73.4%+23.3pp |
| Annual return | 18.00% | 18.79%-0.8pp | 25.89%-7.9pp | 33.13%-15.1pp |
| Employer contribution / active EE | $6,802 | $4,210+61.6% | $2,967+129.3% | $3,216+111.5% |
| Participant deferral / active EE | $5,388 | $7,277-26.0% | $4,852+11.0% | $5,218+3.3% |
| Admin fee / account holder | $210 | $81+158.9% | $8,256-97.5% | $114+83.9% |