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 | $3,345,172 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $3,277,399 |
AON CONSULTING4 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $96,430 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 14 · EIN 91-0189318 | Plan Administrator | $52,500 |
KPMG LLP8+ years Service code 10 PO BOX 120922 · DALLAS, TX 75312 | Accounting | $10,000 |
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 | $37,102 | $83,057-55.3% | $143,801-74.2% | $89,433-58.5% |
| Participation rate | 92.8% | 74.0%+18.7pp | 80.3%+12.5pp | 71.3%+21.5pp |
| Annual return | -15.48% | -13.97%-1.5pp | -0.04%-15.4pp | -11.88%-3.6pp |
| Employer contribution / active EE | $1,233 | $2,095-41.1% | $4,952-75.1% | $3,021-59.2% |
| Participant deferral / active EE | $5,034 | $4,281+17.6% | $5,639-10.7% | $5,125-1.8% |
| Admin fee / account holder | $92 | $83+10.6% | $14,680-99.4% | $79+15.6% |