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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $957,792 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 37 · EIN 52-1714114 | Loan Processing | $145,521 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 28 · EIN 02-0488491 | Investment Management | $136,056 |
KPMG LLP1+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $53,000 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENTS Service code 16 · EIN 22-2232264 | Consulting | $38,255 |
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,538 | $46,516-53.7% | $147,618-85.4% | $69,651-69.1% |
| Participation rate | 89.4% | 65.8%+23.6pp | 84.6%+4.8pp | 66.6%+22.8pp |
| Annual return | 0.51% | 9.48%-9.0pp | 61.98%-61.5pp | 53.77%-53.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,972 | $2,719+9.3% | $4,895-39.3% | $3,635-18.3% |
| Admin fee / account holder | $24 | $45-47.1% | $11,612-99.8% | $63-62.5% |