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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 | $93,978 |
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 | $194,561 | $46,182+321.3% | $170,435+14.2% | $69,634+179.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.60% | 21.40%-3.8pp | 205.94%-188.3pp | 27572.26%-27554.7pp |
| Employer contribution / active EE | $14,703 | $1,610+813.1% | $5,432+170.6% | $2,032+623.5% |
| Participant deferral / active EE | $16,150 | $2,081+676.1% | $4,939+227.0% | $3,224+401.0% |
| Admin fee / account holder | $83 | $116-28.5% | $13,881-99.4% | $110-24.9% |