Filed April 26, 1996
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 INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $419,454 |
RVK, INC.4+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $105,241 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $96,039 |
MORNINGSTAR3 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $78,055 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $193,148 | $78,852+144.9% | $76,768+151.6% | $75,289+156.5% |
| Participation rate | 98.4% | 85.0%+13.5pp | 77.0%+21.5pp | 72.4%+26.0pp |
| Annual return | -5.43% | -1.29%-4.1pp | 2.43%-7.9pp | -0.04%-5.4pp |
| Employer contribution / active EE | $6,912 | $2,794+147.3% | $2,485+178.1% | $2,405+187.4% |
| Participant deferral / active EE | $5,302 | $4,800+10.5% | $3,852+37.7% | $3,739+41.8% |
| Admin fee / account holder | $169 | $79+113.8% | $6,676-97.5% | $102+65.1% |