Filed January 1, 2008
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) | $7,442 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,333 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,333 |
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,375 | $155,364-73.4% | $103,464-60.0% | $77,671-46.7% |
| Participation rate | 68.7% | 85.5%-16.8pp | 80.5%-11.8pp | 70.6%-1.9pp |
| Annual return | 11.91% | 19.02%-7.1pp | 23.91%-12.0pp | 31.21%-19.3pp |
| Employer contribution / active EE | $2,001 | $5,949-66.4% | $4,677-57.2% | $2,726-26.6% |
| Participant deferral / active EE | $2,463 | $8,482-71.0% | $6,624-62.8% | $4,648-47.0% |
| Admin fee / account holder | $102 | $503-79.8% | $9,410-98.9% | $430-76.4% |