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 16 · EIN 02-0488491 | Consulting | $561,463 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 27 · EIN 04-3516284 | Advisory (Plan) | $541,596 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,156 | $144,879+74.0% | $111,319+126.5% | $93,010+171.1% |
| Participation rate | 97.8% | 86.1%+11.6pp | 77.3%+20.5pp | 73.9%+23.9pp |
| Annual return | 14.12% | 18.11%-4.0pp | 54.68%-40.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $10,052 | $3,052+229.3% | $2,732+268.0% | $2,705+271.6% |
| Participant deferral / active EE | $11,886 | $5,576+113.2% | $4,488+164.9% | $4,561+160.6% |
| Admin fee / account holder | $290 | $104+180.6% | $7,966-96.4% | $152+91.6% |