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 | $21,707 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,838 | $94,067+93.3% | $112,504+61.6% | $139,500+30.3% |
| Participation rate | 0.0% | 81.4%-81.4pp | 80.6%-80.6pp | 80.3%-80.3pp |
| Annual return | -2.61% | 40.97%-43.6pp | 34.13%-36.7pp | 373.99%-376.6pp |
| Employer contribution / active EE | $0 | $4,639-100.0% | $4,571-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $6,522-100.0% | $6,713-100.0% |
| Admin fee / account holder | $82 | $8,534-99.0% | $7,048-98.8% | $11,410-99.3% |