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 | $6,267,105 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $151,900 |
KPMG LLP4+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $70,320 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,478 | $46,969-43.6% | $154,110-82.8% | $73,367-63.9% |
| Participation rate | 92.5% | 72.4%+20.1pp | 83.0%+9.5pp | 69.5%+23.1pp |
| Annual return | -5.73% | 821.68%-827.4pp | 735.22%-741.0pp | 173.45%-179.2pp |
| Employer contribution / active EE | $1,200 | $1,723-30.4% | $5,298-77.4% | $2,499-52.0% |
| Participant deferral / active EE | $4,107 | $3,162+29.9% | $5,081-19.2% | $4,033+1.8% |
| Admin fee / account holder | $78 | $47+67.2% | $13,412-99.4% | $68+14.0% |