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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 ONE HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Recordkeeping | $63,187 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,469 | $36,926+367.1% | $156,551+10.2% | $57,661+199.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 11.24% | 12.38%-1.1pp | 32.23%-21.0pp | 5.13%+6.1pp |
| Employer contribution / active EE | $15,435 | $1,571+882.6% | $5,501+180.6% | $1,974+682.0% |
| Participant deferral / active EE | $16,295 | $1,926+746.2% | $4,871+234.5% | $3,061+432.4% |
| Admin fee / account holder | $60 | $83-26.9% | $13,028-99.5% | $95-36.2% |