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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 | $443,519 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,384 | $127,481+127.8% | $149,751+93.9% | $90,274+221.7% |
| Participation rate | 98.7% | 78.2%+20.5pp | 82.5%+16.3pp | 73.4%+25.4pp |
| Annual return | 14.64% | 57.78%-43.1pp | 276.71%-262.1pp | 53.97%-39.3pp |
| Employer contribution / active EE | $10,917 | $3,448+216.6% | $4,646+135.0% | $2,523+332.6% |
| Participant deferral / active EE | $15,228 | $6,975+118.3% | $6,843+122.5% | $4,231+259.9% |
| Admin fee / account holder | $192 | $152+26.9% | $9,312-97.9% | $114+68.7% |