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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 15 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $696,519 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,503 | $122,219+168.0% | $147,096+122.6% | $199,921+63.8% |
| Participation rate | 97.7% | 78.3%+19.4pp | 82.2%+15.5pp | 72.0%+25.7pp |
| Annual return | 12.65% | 30.59%-17.9pp | 419.75%-407.1pp | 34.28%-21.6pp |
| Employer contribution / active EE | $12,201 | $4,096+197.9% | $4,936+147.2% | $3,035+301.9% |
| Participant deferral / active EE | $17,504 | $8,503+105.9% | $8,071+116.9% | $5,089+244.0% |
| Admin fee / account holder | $270 | $179+51.0% | $13,005-97.9% | $269+0.5% |