Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 04-3516284 | Loan Processing | $64,556 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $47,904 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,227 | $93,131-25.7% | $106,555-35.0% | $86,821-20.3% |
| Participation rate | 98.7% | 81.4%+17.2pp | 76.1%+22.5pp | 72.3%+26.4pp |
| Annual return | 18.98% | 19.45%-0.5pp | 26.80%-7.8pp | 97.94%-79.0pp |
| Employer contribution / active EE | $1,577 | $2,895-45.5% | $2,819-44.1% | $2,406-34.5% |
| Participant deferral / active EE | $2,750 | $4,708-41.6% | $4,399-37.5% | $4,132-33.4% |
| Admin fee / account holder | $143 | $145-1.5% | $7,408-98.1% | $170-15.8% |