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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $3,866,328 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $3,608,188 |
AON CONSULTING6 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $98,988 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 14 · EIN 61-2261527 | Plan Administrator | $44,100 |
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 | $50,751 | $73,283-30.7% | $155,556-67.4% | $106,553-52.4% |
| Participation rate | 94.1% | 73.3%+20.9pp | 78.2%+15.9pp | 69.8%+24.3pp |
| Annual return | 13.53% | 15.76%-2.2pp | 64.84%-51.3pp | 17.37%-3.8pp |
| Employer contribution / active EE | $1,404 | $2,241-37.3% | $4,675-70.0% | $3,359-58.2% |
| Participant deferral / active EE | $5,562 | $4,567+21.8% | $5,631-1.2% | $5,5620% |
| Admin fee / account holder | $102 | $56+83.2% | $15,885-99.4% | $80+28.6% |