| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA HOLDINGS, INC. Service code 15 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $395,069 |
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 | $155,104 | $176,471-12.1% | $95,968+61.6% | $90,274+71.8% |
| Participation rate | 96.8% | 86.6%+10.2pp | 77.1%+19.7pp | 73.4%+23.5pp |
| Annual return | 11.98% | 20.15%-8.2pp | 91.65%-79.7pp | 53.97%-42.0pp |
| Employer contribution / active EE | $4,890 | $2,783+75.7% | $2,542+92.4% | $2,523+93.8% |
| Participant deferral / active EE | $7,574 | $5,325+42.2% | $4,167+81.8% | $4,231+79.0% |
| Admin fee / account holder | $215 | $154+39.2% | $6,798-96.8% | $114+88.2% |