| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA HOLDINGS, INC. Service code 15 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $1,049,845 |
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 | $180,578 | $134,619+34.1% | $111,319+62.2% | $101,555+77.8% |
| Participation rate | 94.8% | 89.0%+5.8pp | 77.3%+17.4pp | 74.5%+20.2pp |
| Annual return | 11.91% | 17.96%-6.0pp | 54.68%-42.8pp | 21.00%-9.1pp |
| Employer contribution / active EE | $4,931 | $3,829+28.8% | $2,732+80.5% | $2,972+65.9% |
| Participant deferral / active EE | $9,129 | $6,572+38.9% | $4,488+103.4% | $4,874+87.3% |
| Admin fee / account holder | $153 | $86+77.7% | $7,966-98.1% | $139+9.9% |