Filed June 28, 2006
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 37 · EIN 04-3516284 | Loan Processing | $217,169 |
AON CONSULTING2 years Filed as: AON Service code 28 · EIN 36-3109431 | Investment Management | $184,701 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $92,878 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW Service code 10 · EIN 33-0818667 | Accounting | $62,500 |
Filed as: CUSTOMIZED HR SOLUTIONS Service code 65 · EIN 46-2183610 | Account Maintenance | $18,194 |
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 | $57,229 | $103,282-44.6% | $81,370-29.7% | $99,313-42.4% |
| Participation rate | 94.7% | 73.2%+21.5pp | 69.5%+25.2pp | 71.7%+23.0pp |
| Annual return | 17.45% | 15.11%+2.3pp | 24.85%-7.4pp | 17.67%-0.2pp |
| Employer contribution / active EE | $5,913 | $3,061+93.2% | $2,464+140.0% | $3,264+81.2% |
| Participant deferral / active EE | $6,634 | $4,549+45.8% | $3,885+70.7% | $5,346+24.1% |
| Admin fee / account holder | $70 | $78-10.6% | $5,749-98.8% | $109-35.8% |