Filed April 22, 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) | $17,866 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $13,812 |
MWH GROUP6 years Service code 99 · EIN 33-0905143 | Other Fees | $10,500 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $6,906 |
DEFINITI LLC4 years Service code 49 | Other Services | $6,638 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $0 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,766 | $89,225+6.2% | $133,698-29.1% | $74,478+27.2% |
| Participation rate | 88.1% | 69.4%+18.7pp | 76.4%+11.7pp | 67.2%+20.9pp |
| Annual return | 12.82% | 22.76%-9.9pp | 580.90%-568.1pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $3,466 | $2,816+23.1% | $4,218-17.8% | $2,626+32.0% |
| Participant deferral / active EE | $5,004 | $4,597+8.8% | $7,016-28.7% | $4,350+15.0% |
| Admin fee / account holder | $314 | $1,545-79.7% | $6,703-95.3% | $1,946-83.8% |