Filed February 29, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $85,187 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $20,157 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $20,157 |
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 | $137,796 | $66,486+107.3% | $81,370+69.3% | $77,762+77.2% |
| Participation rate | 98.5% | 68.7%+29.8pp | 69.5%+29.0pp | 70.6%+27.9pp |
| Annual return | 14.46% | 15.95%-1.5pp | 24.85%-10.4pp | 31.27%-16.8pp |
| Employer contribution / active EE | $4,452 | $2,158+106.4% | $2,464+80.7% | $2,728+63.2% |
| Participant deferral / active EE | $7,689 | $3,677+109.1% | $3,885+97.9% | $4,651+65.3% |
| Admin fee / account holder | $290 | $586-50.5% | $5,749-95.0% | $433-33.1% |