| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA HOLDINGS, INC. Service code 15 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $845,437 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,637 | $106,087+39.2% | $86,717+70.3% | $78,104+89.0% |
| Participation rate | 95.4% | 89.6%+5.8pp | 76.6%+18.8pp | 74.5%+20.9pp |
| Annual return | -12.37% | -14.87%+2.5pp | 35.97%-48.3pp | 10.90%-23.3pp |
| Employer contribution / active EE | $5,322 | $4,110+29.5% | $2,837+87.6% | $3,128+70.2% |
| Participant deferral / active EE | $9,111 | $6,851+33.0% | $4,657+95.6% | $5,089+79.0% |
| Admin fee / account holder | $114 | $81+40.7% | $7,494-98.5% | $79+44.7% |