Filed January 5, 2009 (most recent of 3 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 | $680,857 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $188,801 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $71,993 |
AUDIT AND TAX SOLUTIONS1 year Service code 10 · EIN 94-3211753 | Accounting | $13,291 |
OGLETREE DEAKINS2 years Service code 64 | Recordkeeping Fees | $2,898 |
OGLETREE DEAKINS3+ years Filed as: OGLETREE, DEAKINS, NA Service code 29 · EIN 57-1044820 | Legal | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,342 | $39,443-30.7% | $73,550-62.8% | $80,976-66.2% |
| Participation rate | 74.3% | 35.9%+38.3pp | 54.9%+19.3pp | 68.3%+6.0pp |
| Annual return | 15.35% | 18.39%-3.0pp | -15.16%+30.5pp | 22.91%-7.6pp |
| Employer contribution / active EE | $6 | $463-98.7% | $1,219-99.5% | $2,402-99.7% |
| Participant deferral / active EE | $1,351 | $1,131+19.4% | $1,804-25.1% | $3,848-64.9% |
| Admin fee / account holder | $26 | $72-64.5% | $2,320-98.9% | $67-62.0% |