Filed May 30, 2013
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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $8,723 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $8,723 |
MORNINGSTAR1 year Filed as: MORNING STAR Service code 26 · EIN 36-3297908 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $285 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,886 | $66,750+49.6% | $105,754-5.5% | $57,658+73.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 78.9%+21.1pp | 70.2%+29.8pp |
| Annual return | 5.24% | 10.99%-5.7pp | 12.25%-7.0pp | 5.13%+0.1pp |
| Employer contribution / active EE | $6,286 | $3,766+66.9% | $4,079+54.1% | $1,974+218.5% |
| Participant deferral / active EE | $3,679 | $4,933-25.4% | $5,326-30.9% | $3,061+20.2% |
| Admin fee / account holder | $15 | $88-82.6% | $8,309-99.8% | $95-83.9% |