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 | $3,336,630 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $2,566,438 |
AON CONSULTING2 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $88,019 |
KPMG LLP6+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $75,500 |
TOTAL RENAL CARE, INC.2 years Service code 14 · EIN 95-3372911 | Plan Administrator | $50,000 |
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 | $39,872 | $66,513-40.1% | $178,510-77.7% | $106,273-62.5% |
| Participation rate | 92.6% | 73.8%+18.9pp | 81.9%+10.7pp | 70.8%+21.8pp |
| Annual return | 15.75% | 21.81%-6.1pp | 151.13%-135.4pp | 21.70%-5.9pp |
| Employer contribution / active EE | $1,235 | $1,776-30.5% | $5,011-75.4% | $2,722-54.6% |
| Participant deferral / active EE | $4,500 | $3,679+22.3% | $5,202-13.5% | $4,601-2.2% |
| Admin fee / account holder | $91 | $53+70.5% | $13,988-99.3% | $78+16.3% |