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 | $319,686 |
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 | $73,859 | $117,238-37.0% | $87,102-15.2% | $82,204-10.2% |
| Participation rate | 83.9% | 87.2%-3.3pp | 76.9%+7.0pp | 73.4%+10.5pp |
| Annual return | 17.67% | 25.80%-8.1pp | 28.19%-10.5pp | 26.31%-8.6pp |
| Employer contribution / active EE | $1,861 | $3,535-47.4% | $2,521-26.2% | $2,707-31.3% |
| Participant deferral / active EE | $3,781 | $5,976-36.7% | $4,048-6.6% | $4,246-11.0% |
| Admin fee / account holder | $50 | $81-39.0% | $7,493-99.3% | $76-34.4% |