Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SVCS LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $2,794,278 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,804 | $89,433+130.1% | $93,765+119.5% | $89,433+130.1% |
| Participation rate | 98.4% | 71.3%+27.1pp | 81.0%+17.4pp | 71.3%+27.1pp |
| Annual return | -16.06% | -11.88%-4.2pp | -11.32%-4.7pp | -11.88%-4.2pp |
| Employer contribution / active EE | $4,771 | $3,021+57.9% | $4,327+10.3% | $3,021+57.9% |
| Participant deferral / active EE | $9,578 | $5,125+86.9% | $6,099+57.0% | $5,125+86.9% |
| Admin fee / account holder | $146 | $79+83.9% | $7,184-98.0% | $79+83.9% |