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 | $71,471 |
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 | $177,075 | $82,130+115.6% | $453,569-61.0% | $79,395+123.0% |
| Participation rate | 92.4% | 73.4%+19.0pp | 78.0%+14.4pp | 70.7%+21.7pp |
| Annual return | 7.62% | 345.31%-337.7pp | 64.43%-56.8pp | 116.90%-109.3pp |
| Employer contribution / active EE | $2,176 | $2,659-18.2% | $4,072-46.6% | $2,428-10.4% |
| Participant deferral / active EE | $6,250 | $4,314+44.9% | $6,211+0.6% | $4,046+54.5% |
| Admin fee / account holder | $140 | $531-73.7% | $11,214-98.8% | $626-77.7% |