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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $575,619 |
Filed as: VOYA ADVISORS LLC Service code 16 · EIN 02-0488491 | Consulting | $475,361 |
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 | $232,784 | $176,471+31.9% | $95,968+142.6% | $90,274+157.9% |
| Participation rate | 99.1% | 86.6%+12.5pp | 77.1%+22.0pp | 73.4%+25.7pp |
| Annual return | 13.33% | 20.15%-6.8pp | 91.65%-78.3pp | 53.97%-40.6pp |
| Employer contribution / active EE | $9,785 | $2,783+251.6% | $2,542+285.0% | $2,523+287.8% |
| Participant deferral / active EE | $11,590 | $5,325+117.6% | $4,167+178.1% | $4,231+174.0% |
| Admin fee / account holder | $277 | $154+79.5% | $6,798-95.9% | $114+142.7% |