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 | $458,160 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,668 | $159,391-56.9% | $102,460-33.0% | $99,313-30.9% |
| Participation rate | 90.9% | 88.6%+2.3pp | 76.5%+14.3pp | 71.7%+19.2pp |
| Annual return | 12.05% | 19.03%-7.0pp | 29.47%-17.4pp | 17.67%-5.6pp |
| Employer contribution / active EE | $2,094 | $4,207-50.2% | $3,025-30.8% | $3,264-35.9% |
| Participant deferral / active EE | $4,306 | $7,498-42.6% | $5,056-14.8% | $5,346-19.4% |
| Admin fee / account holder | $58 | $159-63.3% | $9,460-99.4% | $109-46.5% |