Filed December 14, 2015 (most recent of 3 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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS3 years Service code 49 · EIN 71-0294708 | Other Services | $8,190 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,640 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 | Advisory (Participants) | $1,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,822 | $69,774-18.6% | $67,575-15.9% | $74,459-23.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.18% | -40.53%+54.7pp | 3528.98%-3514.8pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $4,387 | $2,710+61.9% | $2,736+60.4% | $2,626+67.1% |
| Participant deferral / active EE | $5,000 | $3,636+37.5% | $4,003+24.9% | $4,350+15.0% |
| Admin fee / account holder | $24 | $890-97.3% | $3,993-99.4% | $1,945-98.8% |