Filed March 21, 2014
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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $15,739 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13 |
Employer contribution per participant 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 | $55,604 | $79,223-29.8% | $102,460-45.7% | $74,478-25.3% |
| Participation rate | 81.7% | 74.8%+6.9pp | 76.5%+5.1pp | 67.2%+14.4pp |
| Annual return | 12.19% | 54.98%-42.8pp | 29.47%-17.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $611 | $2,363-74.1% | $3,025-79.8% | $2,626-76.7% |
| Participant deferral / active EE | $3,275 | $4,417-25.9% | $5,056-35.2% | $4,350-24.7% |
| Admin fee / account holder | $25 | $2,003-98.8% | $9,460-99.7% | $1,946-98.7% |