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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $3,360,069 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $3,114,086 |
AON CONSULTING3 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $119,358 |
KPMG LLP7+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $68,000 |
TOTAL RENAL CARE, INC.3 years Service code 14 · EIN 95-3372911 | Plan Administrator | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,517 | $68,062-34.6% | $185,854-76.0% | $106,520-58.2% |
| Participation rate | 92.0% | 75.2%+16.7pp | 81.7%+10.2pp | 71.3%+20.6pp |
| Annual return | 13.19% | 18.20%-5.0pp | 122.12%-108.9pp | 19.28%-6.1pp |
| Employer contribution / active EE | $1,211 | $1,997-39.4% | $5,169-76.6% | $2,840-57.4% |
| Participant deferral / active EE | $4,847 | $3,990+21.5% | $5,569-13.0% | $4,948-2.0% |
| Admin fee / account holder | $95 | $53+79.4% | $16,246-99.4% | $75+27.0% |