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 | $3,511,865 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $3,134,297 |
AON CONSULTING5 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $98,649 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 14 · EIN 91-0189318 | Plan Administrator | $55,125 |
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 | $44,554 | $68,330-34.8% | $149,740-70.2% | $96,393-53.8% |
| Participation rate | 92.7% | 74.6%+18.1pp | 78.8%+13.9pp | 71.3%+21.4pp |
| Annual return | 17.58% | 29.64%-12.1pp | 134.51%-116.9pp | 22.88%-5.3pp |
| Employer contribution / active EE | $1,275 | $2,139-40.4% | $4,821-73.6% | $3,239-60.6% |
| Participant deferral / active EE | $5,187 | $4,422+17.3% | $5,683-8.7% | $5,455-4.9% |
| Admin fee / account holder | $91 | $52+75.9% | $13,222-99.3% | $74+23.8% |