Filed October 26, 2005
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: VOYA INSTITUTIONAL PLAN SERVICES Service code 28 · EIN 04-3516284 | Investment Management | $30,836 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $14,622 |
Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 | Legal | $4,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,211 | $50,815+103.1% | $155,509-33.6% | $77,643+32.9% |
| Participation rate | 51.5% | 63.1%-11.6pp | 78.2%-26.7pp | 70.6%-19.1pp |
| Annual return | 15.77% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $36 | $1,993-98.2% | $4,672-99.2% | $2,726-98.7% |
| Participant deferral / active EE | $495 | $2,822-82.5% | $5,626-91.2% | $4,647-89.4% |
| Admin fee / account holder | $276 | $437-36.8% | $15,912-98.3% | $430-35.8% |