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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 | $687,282 |
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 | $289,639 | $107,415+169.6% | $135,998+113.0% | $80,187+261.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 17.24% | 91.99%-74.8pp | 68.37%-51.1pp | 40.40%-23.2pp |
| Employer contribution / active EE | $11,827 | $3,878+205.0% | $4,860+143.4% | $2,980+296.9% |
| Participant deferral / active EE | $16,460 | $8,189+101.0% | $7,761+112.1% | $5,016+228.1% |
| Admin fee / account holder | $259 | $127+104.0% | $10,769-97.6% | $145+78.7% |