Filed February 21, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $546,214 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $214,598 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,395 | $38,315-52.0% | $80,004-77.0% | $69,651-73.6% |
| Participation rate | 10.0% | 43.0%-33.0pp | 73.0%-63.0pp | 66.6%-56.6pp |
| Annual return | -0.01% | -2.06%+2.1pp | 7.63%-7.6pp | 53.77%-53.8pp |
| Employer contribution / active EE | $131 | $783-83.2% | $2,473-94.7% | $2,241-94.1% |
| Participant deferral / active EE | $200 | $1,495-86.6% | $3,204-93.8% | $3,635-94.5% |
| Admin fee / account holder | $55 | $48+13.5% | $5,033-98.9% | $63-13.0% |