Filed April 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SVCS LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $2,917,863 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,055 | $166,271+60.6% | $97,411+174.2% | $166,271+60.6% |
| Participation rate | 97.4% | 79.1%+18.3pp | 80.4%+17.1pp | 79.1%+18.3pp |
| Annual return | 16.10% | 15.58%+0.5pp | 34.72%-18.6pp | 15.58%+0.5pp |
| Employer contribution / active EE | $6,421 | $4,136+55.2% | $4,210+52.5% | $4,136+55.2% |
| Participant deferral / active EE | $10,786 | $7,214+49.5% | $5,886+83.3% | $7,214+49.5% |
| Admin fee / account holder | $158 | $445-64.4% | $7,145-97.8% | $445-64.4% |