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 | $3,430,287 |
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 | $219,341 | $96,393+127.5% | $112,504+95.0% | $96,393+127.5% |
| Participation rate | 98.3% | 71.3%+27.1pp | 80.6%+17.8pp | 71.3%+27.1pp |
| Annual return | 11.57% | 22.88%-11.3pp | 34.13%-22.6pp | 22.88%-11.3pp |
| Employer contribution / active EE | $5,336 | $3,239+64.8% | $4,571+16.7% | $3,239+64.8% |
| Participant deferral / active EE | $9,739 | $5,455+78.5% | $6,522+49.3% | $5,455+78.5% |
| Admin fee / account holder | $177 | $74+139.0% | $7,048-97.5% | $74+139.0% |