Filed November 7, 2014 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $3,866,328 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $3,608,188 |
AON CONSULTING6 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $98,988 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 14 · EIN 61-2261527 | Plan Administrator | $44,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,751 | $73,283-30.7% | $155,534-67.4% | $106,553-52.4% |
| Participation rate | 94.1% | 73.3%+20.9pp | 78.2%+15.9pp | 69.8%+24.3pp |
| Annual return | 13.53% | 15.76%-2.2pp | 64.92%-51.4pp | 17.37%-3.8pp |
| Employer contribution / active EE | $1,404 | $2,241-37.3% | $4,675-70.0% | $3,359-58.2% |
| Participant deferral / active EE | $5,562 | $4,567+21.8% | $5,630-1.2% | $5,5620% |
| Admin fee / account holder | $102 | $56+83.2% | $15,900-99.4% | $80+28.6% |