Filed October 6, 2010
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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $39,629 |
Filed as: TAX SHELTERED COMPENSATION Service code 49 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Services | $33,700 |
Filed as: VOYA Service code 99 · EIN 02-0488491 | Other Fees | $14,256 |
WIPFLI LLP3 years Service code 99 · EIN 39-0758449 | Other Fees | $10,225 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $53,424 | $66,486-19.6% | $81,370-34.3% | $77,762-31.3% |
| Participation rate | 89.9% | 68.7%+21.2pp | 69.5%+20.3pp | 70.6%+19.3pp |
| Annual return | 12.16% | 15.95%-3.8pp | 24.85%-12.7pp | 31.27%-19.1pp |
| Employer contribution / active EE | $2,627 | $2,158+21.8% | $2,464+6.6% | $2,728-3.7% |
| Participant deferral / active EE | $2,907 | $3,677-20.9% | $3,885-25.2% | $4,651-37.5% |
| Admin fee / account holder | $101 | $586-82.8% | $5,749-98.2% | $433-76.7% |