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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $66,836 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $41,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,962 | $74,347-20.7% | $93,621-37.0% | $67,582-12.8% |
| Participation rate | 99.4% | 80.6%+18.8pp | 75.8%+23.5pp | 71.3%+28.1pp |
| Annual return | 26.10% | 28.07%-2.0pp | 32.76%-6.7pp | 378.57%-352.5pp |
| Employer contribution / active EE | $1,498 | $2,583-42.0% | $2,719-44.9% | $2,148-30.3% |
| Participant deferral / active EE | $2,460 | $4,060-39.4% | $4,070-39.6% | $3,539-30.5% |
| Admin fee / account holder | $142 | $123+15.9% | $7,890-98.2% | $142-0.1% |