Filed March 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $494,619 |
Service code 70 · EIN 14-1764768 | Consulting Fees | $225,000 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $171,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,848 | $68,110-26.8% | $155,556-68.0% | $99,313-49.8% |
| Participation rate | 87.5% | 67.8%+19.7pp | 78.2%+9.3pp | 71.7%+15.8pp |
| Annual return | 14.89% | 16.16%-1.3pp | 64.84%-49.9pp | 17.67%-2.8pp |
| Employer contribution / active EE | $1,398 | $2,291-39.0% | $4,675-70.1% | $3,264-57.2% |
| Participant deferral / active EE | $4,133 | $3,865+6.9% | $5,631-26.6% | $5,346-22.7% |
| Admin fee / account holder | $123 | $94+31.1% | $15,885-99.2% | $109+12.9% |