Filed February 3, 2006 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 02-0488491 | Recordkeeping | $838,932 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $185,041 |
NEWPORT GROUP, INC.7 years Service code 16 · EIN 59-3099288 | Consulting | $55,000 |
Service code 10 · EIN 23-2667890 | Accounting | $28,000 |
GROOM LAW GROUP1 year Filed as: GROOM Service code 29 · EIN 52-1219029 | Legal | $6,399 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 49 · EIN 45-2684799 | Other Services | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,302 | $47,540+18.4% | $79,591-29.3% | $89,433-37.0% |
| Participation rate | 45.6% | 54.9%-9.3pp | 69.5%-23.9pp | 71.3%-25.6pp |
| Annual return | -16.23% | -8.05%-8.2pp | 0.18%-16.4pp | -11.88%-4.3pp |
| Employer contribution / active EE | $842 | $1,122-25.0% | $2,413-65.1% | $3,021-72.1% |
| Participant deferral / active EE | $3,364 | $1,961+71.5% | $3,986-15.6% | $5,125-34.4% |
| Admin fee / account holder | $80 | $59+35.9% | $6,815-98.8% | $79+0.2% |