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 | $2,276,645 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,642,669 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 64 | Recordkeeping Fees | $651,698 |
KPMG LLP3+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $58,000 |
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 | $27,147 | $53,684-49.4% | $170,435-84.1% | $80,976-66.5% |
| Participation rate | 91.3% | 69.2%+22.1pp | 83.6%+7.7pp | 68.3%+23.0pp |
| Annual return | 20.27% | 25.97%-5.7pp | 205.94%-185.7pp | 22.91%-2.6pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $3,621 | $3,017+20.0% | $4,939-26.7% | $3,848-5.9% |
| Admin fee / account holder | $65 | $46+40.5% | $13,881-99.5% | $67-3.4% |