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 | $393,048 |
Service code 70 · EIN 14-1764768 | Consulting Fees | $226,967 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $105,326 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,910 | $59,312-26.0% | $149,740-70.7% | $103,657-57.6% |
| Participation rate | 87.5% | 70.3%+17.2pp | 78.8%+8.7pp | 73.4%+14.1pp |
| Annual return | 18.67% | 78.03%-59.4pp | 134.51%-115.8pp | 33.13%-14.5pp |
| Employer contribution / active EE | $1,031 | $2,187-52.8% | $4,821-78.6% | $3,216-67.9% |
| Participant deferral / active EE | $3,916 | $3,719+5.3% | $5,683-31.1% | $5,218-25.0% |
| Admin fee / account holder | $99 | $103-3.4% | $13,222-99.3% | $114-13.1% |