Filed August 30, 2007 (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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 28 · EIN 04-3516284 | Investment Management | $344,804 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $152,649 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $62,000 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 | Advisory (Plan) | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,672 | $68,110+6.7% | $155,556-53.3% | $99,313-26.8% |
| Participation rate | 50.2% | 67.8%-17.6pp | 78.2%-28.1pp | 71.7%-21.6pp |
| Annual return | 15.46% | 16.16%-0.7pp | 64.84%-49.4pp | 17.67%-2.2pp |
| Employer contribution / active EE | $697 | $2,291-69.6% | $4,675-85.1% | $3,264-78.6% |
| Participant deferral / active EE | $3,099 | $3,865-19.8% | $5,631-45.0% | $5,346-42.0% |
| Admin fee / account holder | $196 | $94+108.2% | $15,885-98.8% | $109+79.3% |