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 | $326,813 |
Service code 70 · EIN 14-1764768 | Consulting Fees | $207,000 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $89,284 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $23,086 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,728 | $69,238-32.5% | $185,854-74.9% | $101,555-54.0% |
| Participation rate | 87.1% | 73.5%+13.6pp | 81.7%+5.4pp | 74.5%+12.6pp |
| Annual return | 14.20% | 21.26%-7.1pp | 122.12%-107.9pp | 21.00%-6.8pp |
| Employer contribution / active EE | $1,070 | $2,104-49.1% | $5,169-79.3% | $2,972-64.0% |
| Participant deferral / active EE | $3,433 | $3,764-8.8% | $5,569-38.4% | $4,874-29.6% |
| Admin fee / account holder | $98 | $66+47.0% | $16,246-99.4% | $139-30.1% |