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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 | $601,307 |
WHITTIER TRUST1 year Service code 28 1600 HUNTINGTON DRIVE · SOUTH PASADENA, CA 91030 | Investment Management | $24,838 |
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 | $324,942 | $120,450+169.8% | $159,495+103.7% | $93,010+249.4% |
| Participation rate | 96.7% | 78.0%+18.7pp | 82.8%+13.9pp | 73.9%+22.8pp |
| Annual return | 14.72% | 27.11%-12.4pp | 263.72%-249.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $10,474 | $3,526+197.1% | $4,831+116.8% | $2,705+287.2% |
| Participant deferral / active EE | $15,866 | $7,283+117.8% | $7,354+115.8% | $4,561+247.9% |
| Admin fee / account holder | $287 | $137+109.7% | $10,804-97.3% | $152+89.0% |