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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 28 · EIN 04-3516284 | Investment Management | $344,712 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $123,978 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 | Advisory (Plan) | $42,560 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,737 |
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 | $65,381 | $59,312+10.2% | $149,740-56.3% | $103,657-36.9% |
| Participation rate | 50.1% | 70.3%-20.2pp | 78.8%-28.7pp | 73.4%-23.3pp |
| Annual return | 18.50% | 78.03%-59.5pp | 134.51%-116.0pp | 33.13%-14.6pp |
| Employer contribution / active EE | $366 | $2,187-83.3% | $4,821-92.4% | $3,216-88.6% |
| Participant deferral / active EE | $3,040 | $3,719-18.3% | $5,683-46.5% | $5,218-41.7% |
| Admin fee / account holder | $184 | $103+78.9% | $13,222-98.6% | $114+61.0% |