Filed March 18, 2005 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $856,304 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $609,712 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $42,750 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,880 | $102,364+112.8% | $120,344+81.0% | $102,364+112.8% |
| Participation rate | 95.8% | 82.9%+12.9pp | 76.7%+19.1pp | 82.9%+12.9pp |
| Annual return | 16.99% | 13.75%+3.2pp | 20.30%-3.3pp | 13.75%+3.2pp |
| Employer contribution / active EE | $7,454 | $3,994+86.7% | $3,020+146.8% | $3,994+86.7% |
| Participant deferral / active EE | $12,942 | $5,690+127.4% | $5,135+152.0% | $5,690+127.4% |
| Admin fee / account holder | $153 | $214-28.8% | $12,742-98.8% | $214-28.8% |