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 | $657,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,523 | $100,573+56.6% | $97,411+61.7% | $100,573+56.6% |
| Participation rate | 96.7% | 70.9%+25.8pp | 80.4%+16.3pp | 70.9%+25.8pp |
| Annual return | 12.62% | 18.89%-6.3pp | 34.72%-22.1pp | 18.89%-6.3pp |
| Employer contribution / active EE | $3,098 | $3,763-17.7% | $4,210-26.4% | $3,763-17.7% |
| Participant deferral / active EE | $8,002 | $4,921+62.6% | $5,886+36.0% | $4,921+62.6% |
| Admin fee / account holder | $197 | $454-56.7% | $7,145-97.2% | $454-56.7% |