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 CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $87,167 |
Filed as: VOYA Service code 37 · EIN 71-0294706 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,344 | $37,213+126.7% | $156,551-46.1% | $63,975+31.8% |
| Participation rate | 74.2% | 65.0%+9.2pp | 84.0%-9.8pp | 71.1%+3.0pp |
| Annual return | 5.76% | 47.89%-42.1pp | 32.23%-26.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $1,227 | $1,357-9.6% | $5,501-77.7% | $2,182-43.8% |
| Participant deferral / active EE | $2,172 | $2,070+4.9% | $4,871-55.4% | $3,356-35.3% |
| Admin fee / account holder | $26 | $56-54.4% | $13,028-99.8% | $70-63.6% |