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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 28 · EIN 04-3516284 | Investment Management | $36,189 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $9,751 |
Participant contribution per participant 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 | $29,109 | $67,512-56.9% | $185,851-84.3% | $93,010-68.7% |
| Participation rate | 78.7% | 67.1%+11.6pp | 81.7%-3.0pp | 73.9%+4.8pp |
| Annual return | 0.00% | 21.04%-21.0pp | 122.11%-122.1pp | 158.70%-158.7pp |
| Employer contribution / active EE | $657 | $1,783-63.2% | $5,168-87.3% | $2,705-75.7% |
| Participant deferral / active EE | $519 | $3,035-82.9% | $5,569-90.7% | $4,561-88.6% |
| Admin fee / account holder | $13 | $318-95.8% | $16,245-99.9% | $152-91.1% |