| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA HOLDINGS, INC. Service code 15 · EIN 02-0488491 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $500,943 |
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 | $143,309 | $104,544+37.1% | $96,564+48.4% | $80,187+78.7% |
| Participation rate | 98.5% | 86.4%+12.2pp | 76.0%+22.5pp | 72.9%+25.6pp |
| Annual return | 15.96% | 21.79%-5.8pp | 25.89%-9.9pp | 40.40%-24.4pp |
| Employer contribution / active EE | $6,358 | $3,527+80.2% | $2,967+114.3% | $2,980+113.4% |
| Participant deferral / active EE | $8,507 | $6,170+37.9% | $4,852+75.3% | $5,016+69.6% |
| Admin fee / account holder | $221 | $107+106.8% | $8,256-97.3% | $145+52.4% |