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 | $348,685 |
Service code 70 · EIN 14-1764768 | Consulting Fees | $225,000 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $57,727 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,356 | $52,346-28.6% | $143,801-74.0% | $78,104-52.2% |
| Participation rate | 87.2% | 72.7%+14.5pp | 80.3%+6.8pp | 74.5%+12.7pp |
| Annual return | -17.03% | -14.19%-2.8pp | -0.04%-17.0pp | 10.90%-27.9pp |
| Employer contribution / active EE | $966 | $2,131-54.7% | $4,952-80.5% | $3,128-69.1% |
| Participant deferral / active EE | $3,513 | $3,800-7.6% | $5,639-37.7% | $5,089-31.0% |
| Admin fee / account holder | $87 | $63+36.5% | $14,680-99.4% | $79+9.7% |