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 | $3,050,867 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,326 | $106,553+126.5% | $103,065+134.1% | $106,553+126.5% |
| Participation rate | 97.9% | 69.8%+28.1pp | 80.6%+17.3pp | 69.8%+28.1pp |
| Annual return | 18.21% | 17.37%+0.8pp | 23.95%-5.7pp | 17.37%+0.8pp |
| Employer contribution / active EE | $6,441 | $3,359+91.8% | $4,675+37.8% | $3,359+91.8% |
| Participant deferral / active EE | $11,204 | $5,562+101.4% | $6,625+69.1% | $5,562+101.4% |
| Admin fee / account holder | $166 | $80+108.6% | $9,349-98.2% | $80+108.6% |