Filed November 9, 2005 (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 Service code 15 · EIN 04-3581074 | Recordkeeping | $411,708 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,261 | $106,087+74.6% | $86,717+113.6% | $78,104+137.2% |
| Participation rate | 96.0% | 89.6%+6.4pp | 76.6%+19.4pp | 74.5%+21.5pp |
| Annual return | -14.11% | -14.87%+0.8pp | 35.97%-50.1pp | 10.90%-25.0pp |
| Employer contribution / active EE | $8,345 | $4,110+103.0% | $2,837+194.1% | $3,128+166.8% |
| Participant deferral / active EE | $7,799 | $6,851+13.8% | $4,657+67.5% | $5,089+53.3% |
| Admin fee / account holder | $39 | $81-52.0% | $7,494-99.5% | $79-50.6% |