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 | $3,315,876 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $2,225,560 |
AON CONSULTING1 year Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $107,923 |
KPMG LLP5+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $63,300 |
TOTAL RENAL CARE, INC.1 year Service code 14 · EIN 95-3372911 | Plan Administrator | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,998 | $58,202-41.6% | $172,757-80.3% | $89,609-62.1% |
| Participation rate | 93.6% | 72.8%+20.8pp | 82.6%+11.0pp | 69.6%+24.0pp |
| Annual return | 22.14% | 61.59%-39.4pp | 803.06%-780.9pp | 33.65%-11.5pp |
| Employer contribution / active EE | $1,145 | $1,759-34.9% | $5,144-77.7% | $2,584-55.7% |
| Participant deferral / active EE | $4,309 | $3,335+29.2% | $5,198-17.1% | $4,222+2.1% |
| Admin fee / account holder | $85 | $53+62.4% | $13,956-99.4% | $72+19.2% |