Filed March 21, 2001
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 INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $219,489 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $66,453 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $50,000 |
FRAZIER & DEETER, LLC2 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,853 | $86,936-45.0% | $102,412-53.3% | $99,314-51.8% |
| Participation rate | 36.0% | 81.7%-45.7pp | 74.5%-38.5pp | 71.7%-35.7pp |
| Annual return | 27.98% | 14.99%+13.0pp | 24.94%+3.0pp | 17.67%+10.3pp |
| Employer contribution / active EE | $770 | $3,925-80.4% | $3,870-80.1% | $3,264-76.4% |
| Participant deferral / active EE | $1,981 | $3,825-48.2% | $5,060-60.8% | $5,346-62.9% |
| Admin fee / account holder | $102 | $140-27.3% | $8,388-98.8% | $109-6.6% |