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 | $543,894 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $116,229 |
ANDCO CONSULTING2+ years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $65,100 |
WARREN AVERETT, LLC2+ years Filed as: WARREEN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $17,300 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,682 | $67,512-8.6% | $185,854-66.8% | $93,010-33.7% |
| Participation rate | 59.7% | 67.1%-7.4pp | 81.7%-22.0pp | 73.9%-14.2pp |
| Annual return | -16.93% | 21.04%-38.0pp | 122.12%-139.1pp | 158.70%-175.6pp |
| Employer contribution / active EE | $1,484 | $1,783-16.8% | $5,169-71.3% | $2,705-45.2% |
| Participant deferral / active EE | $4,026 | $3,035+32.6% | $5,569-27.7% | $4,561-11.7% |
| Admin fee / account holder | $250 | $318-21.3% | $16,246-98.5% | $152+64.8% |