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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $64,081 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $36,180 |
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 | $58,852 | $85,135-30.9% | $98,920-40.5% | $73,412-19.8% |
| Participation rate | 99.2% | 81.1%+18.1pp | 76.0%+23.2pp | 72.2%+27.1pp |
| Annual return | 10.39% | 19.14%-8.7pp | 196.47%-186.1pp | 59.30%-48.9pp |
| Employer contribution / active EE | $1,582 | $2,721-41.9% | $2,689-41.2% | $2,234-29.2% |
| Participant deferral / active EE | $2,647 | $4,349-39.1% | $4,245-37.7% | $3,806-30.5% |
| Admin fee / account holder | $131 | $139-5.8% | $6,643-98.0% | $158-16.9% |