Filed May 23, 2006 (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 RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $36,104 |
ACUFF & ASSOCIATES, INC.3 years Service code 50 · EIN 62-1477251 | Direct Payment | $8,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 50 · EIN 20-8764829 | Direct Payment | $6,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,550 | $30,107-55.0% | $61,452-77.9% | $64,819-79.1% |
| Participation rate | 35.0% | 36.4%-1.4pp | 52.6%-17.6pp | 71.5%-36.5pp |
| Annual return | -15.94% | -13.99%-1.9pp | 338.96%-354.9pp | 32.84%-48.8pp |
| Employer contribution / active EE | $135 | $537-74.9% | $1,160-88.4% | $2,507-94.6% |
| Participant deferral / active EE | $728 | $1,126-35.4% | $2,125-65.7% | $4,311-83.1% |
| Admin fee / account holder | $82 | $148-44.7% | $2,131-96.2% | $188-56.3% |