Filed January 12, 2000
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 |
|---|---|---|
Service code 49 · EIN 71-0294708 | Other Services | $55,708 |
Filed as: ALEXANDER THOMPSON ARNOLD Service code 99 · EIN 62-1110839 165 PEPPERS DRIVE · PARIS, TN 38242 | Other Fees | $6,269 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,984 | $45,123+66.2% | $85,240-12.0% | $74,478+0.7% |
| Participation rate | 82.6% | 49.4%+33.2pp | 67.5%+15.1pp | 67.2%+15.4pp |
| Annual return | 12.95% | 26.32%-13.4pp | 66.75%-53.8pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,360 | $1,459-6.7% | $2,735-50.3% | $2,626-48.2% |
| Participant deferral / active EE | $4,054 | $2,736+48.2% | $4,527-10.4% | $4,350-6.8% |
| Admin fee / account holder | $352 | $2,215-84.1% | $6,165-94.3% | $1,946-81.9% |