Filed April 27, 2007 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $337,507 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $208,472 |
LUTHER KING CAPITAL MANAGEMENT1+ years Service code 51 · EIN 75-1630300 | Investment Mgmt Fees | $89,506 |
BENEFIT TRUST COMPANY1+ years Service code 19 · EIN 43-1971558 | Securities Custodian | $19,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,431 | $71,957+93.8% | $67,652+106.1% | $59,188+135.6% |
| Participation rate | 94.4% | 82.7%+11.8pp | 75.7%+18.8pp | 69.4%+25.0pp |
| Annual return | -1.13% | 8.53%-9.7pp | 6625.40%-6626.5pp | 5.51%-6.6pp |
| Employer contribution / active EE | $5,363 | $2,432+120.5% | $2,266+136.7% | $2,098+155.6% |
| Participant deferral / active EE | $11,653 | $4,211+176.7% | $3,560+227.4% | $3,265+256.9% |
| Admin fee / account holder | $140 | $64+118.2% | $4,821-97.1% | $92+51.8% |