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 | $756,607 |
ANDCO CONSULTING1+ years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $73,600 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $57,539 |
WARREN AVERETT, LLC1+ years Filed as: WARREEN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $5,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,585 | $63,259-32.7% | $178,510-76.1% | $93,223-54.3% |
| Participation rate | 68.2% | 72.1%-3.9pp | 81.9%-13.7pp | 74.9%-6.7pp |
| Annual return | 15.31% | 19.93%-4.6pp | 151.13%-135.8pp | 19.29%-4.0pp |
| Employer contribution / active EE | $840 | $1,865-54.9% | $5,011-83.2% | $2,680-68.6% |
| Participant deferral / active EE | $2,604 | $3,372-22.8% | $5,202-50.0% | $4,563-42.9% |
| Admin fee / account holder | $97 | $58+66.6% | $13,988-99.3% | $79+22.1% |