Filed April 13, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
OLIO FINANCIAL PLANNING6 years Service code 28 · EIN 47-5598884 | Investment Management | $23,664 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,975 | $106,994+42.0% | $135,903+11.8% | $96,393+57.7% |
| Participation rate | 94.2% | 72.5%+21.6pp | 81.9%+12.3pp | 71.3%+22.9pp |
| Annual return | 20.07% | 26.64%-6.6pp | 68.23%-48.2pp | 22.88%-2.8pp |
| Employer contribution / active EE | $6,131 | $3,391+80.8% | $4,856+26.3% | $3,238+89.3% |
| Participant deferral / active EE | $10,057 | $7,968+26.2% | $7,758+29.6% | $5,455+84.4% |
| Admin fee / account holder | $86 | $79+9.1% | $10,762-99.2% | $74+16.8% |