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 | $619,395 |
Service code 52 · EIN 13-7027829 | Indirect Investment Fees | $38,061 |
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 | $165,477 | $164,864+0.4% | $453,569-63.5% | $93,010+77.9% |
| Participation rate | 97.2% | 84.2%+13.0pp | 78.0%+19.2pp | 73.9%+23.3pp |
| Annual return | 9.55% | 17.89%-8.3pp | 64.43%-54.9pp | 158.70%-149.2pp |
| Employer contribution / active EE | $2,607 | $3,519-25.9% | $4,072-36.0% | $2,705-3.6% |
| Participant deferral / active EE | $7,233 | $5,690+27.1% | $6,211+16.4% | $4,561+58.6% |
| Admin fee / account holder | $198 | $104+90.4% | $11,214-98.2% | $152+30.8% |