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 | $215,956 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,257 | $88,581-26.3% | $74,184-12.0% | $65,292-0.1% |
| Participation rate | 80.6% | 86.2%-5.6pp | 76.6%+4.0pp | 72.4%+8.1pp |
| Annual return | 6.01% | 11.72%-5.7pp | 17.74%-11.7pp | 11.84%-5.8pp |
| Employer contribution / active EE | $1,589 | $3,021-47.4% | $2,370-33.0% | $2,302-31.0% |
| Participant deferral / active EE | $3,061 | $4,898-37.5% | $3,550-13.8% | $3,579-14.5% |
| Admin fee / account holder | $38 | $60-36.3% | $5,586-99.3% | $57-33.6% |