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 | $334,047 |
Participant contribution per participant 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 | $63,178 | $106,087-40.4% | $86,717-27.1% | $78,104-19.1% |
| Participation rate | 84.6% | 89.6%-5.0pp | 76.6%+8.0pp | 74.5%+10.0pp |
| Annual return | -14.32% | -14.87%+0.6pp | 35.97%-50.3pp | 10.90%-25.2pp |
| Employer contribution / active EE | $1,642 | $4,110-60.0% | $2,837-42.1% | $3,128-47.5% |
| Participant deferral / active EE | $3,412 | $6,851-50.2% | $4,657-26.7% | $5,089-33.0% |
| Admin fee / account holder | $47 | $81-42.5% | $7,494-99.4% | $79-40.9% |