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 | $397,994 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,986 | $118,464-45.1% | $96,564-32.7% | $103,657-37.3% |
| Participation rate | 87.6% | 89.0%-1.4pp | 76.0%+11.6pp | 73.4%+14.2pp |
| Annual return | 14.47% | 18.79%-4.3pp | 25.89%-11.4pp | 33.13%-18.7pp |
| Employer contribution / active EE | $1,838 | $4,210-56.4% | $2,967-38.1% | $3,216-42.9% |
| Participant deferral / active EE | $3,383 | $7,277-53.5% | $4,852-30.3% | $5,218-35.2% |
| Admin fee / account holder | $52 | $81-36.4% | $8,256-99.4% | $114-54.8% |