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) | $15,505 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $13,576 |
MWH GROUP7 years Service code 99 · EIN 75-2205423 | Other Fees | $11,000 |
DEFINITI LLC5 years Service code 49 | Other Services | $6,914 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $6,788 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $0 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,942 | $176,947-45.2% | $145,661-33.4% | - |
| Participation rate | 89.9% | 61.8%+28.1pp | 77.2%+12.7pp | - |
| Annual return | 13.29% | 15.13%-1.8pp | 101.46%-88.2pp | - |
| Employer contribution / active EE | $4,235 | $2,196+92.9% | $4,238-0.1% | - |
| Participant deferral / active EE | $6,172 | $4,114+50.0% | $7,198-14.3% | - |
| Admin fee / account holder | $333 | $22,209-98.5% | $12,466-97.3% | - |