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 RETIREMENT ADVISORS LLC Service code 27 · EIN 22-1862786 | Advisory (Plan) | $513,934 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $285,201 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $218,865 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $58,380 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 49 · EIN 13-5381590 | Other Services | $9,524 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,090 | $104,544+113.4% | $96,564+131.0% | $80,187+178.2% |
| Participation rate | 99.0% | 86.4%+12.7pp | 76.0%+23.0pp | 72.9%+26.1pp |
| Annual return | 17.12% | 21.79%-4.7pp | 25.89%-8.8pp | 40.40%-23.3pp |
| Employer contribution / active EE | $11,574 | $3,527+228.1% | $2,967+290.1% | $2,980+288.4% |
| Participant deferral / active EE | $12,696 | $6,170+105.8% | $4,852+161.7% | $5,016+153.1% |
| Admin fee / account holder | $262 | $107+145.0% | $8,256-96.8% | $145+80.5% |