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 | $203,332 |
Service code 52 · EIN 13-7027829 | Indirect Investment Fees | $20,533 |
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 | $199,236 | $164,864+20.8% | $453,569-56.1% | $93,010+114.2% |
| Participation rate | 93.8% | 84.2%+9.6pp | 78.0%+15.8pp | 73.9%+19.9pp |
| Annual return | 10.31% | 17.89%-7.6pp | 64.43%-54.1pp | 158.70%-148.4pp |
| Employer contribution / active EE | $2,380 | $3,519-32.4% | $4,072-41.5% | $2,705-12.0% |
| Participant deferral / active EE | $7,541 | $5,690+32.5% | $6,211+21.4% | $4,561+65.3% |
| Admin fee / account holder | $178 | $104+71.3% | $11,214-98.4% | $152+17.6% |