Filed June 14, 2016 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,389 |
Filed as: VOYA Service code 37 · EIN 71-0294706 | Loan Processing | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,731 | $37,039+120.7% | $147,618-44.6% | $59,188+38.1% |
| Participation rate | 70.2% | 63.8%+6.4pp | 84.6%-14.4pp | 69.4%+0.8pp |
| Annual return | 1.94% | 7.19%-5.2pp | 61.98%-60.0pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,304 | $1,353-3.6% | $5,564-76.6% | $2,098-37.8% |
| Participant deferral / active EE | $2,249 | $2,094+7.4% | $4,895-54.0% | $3,265-31.1% |
| Admin fee / account holder | $22 | $60-63.4% | $11,612-99.8% | $92-76.1% |