| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA HOLDINGS, INC. Service code 15 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $1,002,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,867 | $118,464+37.5% | $96,564+68.7% | $103,657+57.1% |
| Participation rate | 95.8% | 89.0%+6.8pp | 76.0%+19.8pp | 73.4%+22.4pp |
| Annual return | 16.45% | 18.79%-2.3pp | 25.89%-9.4pp | 33.13%-16.7pp |
| Employer contribution / active EE | $5,794 | $4,210+37.6% | $2,967+95.3% | $3,216+80.2% |
| Participant deferral / active EE | $9,692 | $7,277+33.2% | $4,852+99.8% | $5,218+85.7% |
| Admin fee / account holder | $125 | $81+54.6% | $8,256-98.5% | $114+9.8% |