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 | $1,570,477 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 64 | Recordkeeping Fees | $789,420 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $583,986 |
KPMG LLP2+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $61,576 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 64 | Recordkeeping Fees | $45,729 |
AON CONSULTING2+ years Filed as: AON HEWITT INVESTMENTS Service code 16 · EIN 22-2232264 | Consulting | $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 | $23,160 | $49,270-53.0% | $156,551-85.2% | $329,111-93.0% |
| Participation rate | 88.4% | 68.1%+20.3pp | 84.0%+4.4pp | 67.9%+20.6pp |
| Annual return | 7.86% | 23.25%-15.4pp | 32.23%-24.4pp | 16.35%-8.5pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $3,263 | $2,920+11.8% | $4,871-33.0% | $3,682-11.4% |
| Admin fee / account holder | $39 | $51-22.7% | $13,028-99.7% | $754-94.8% |