Filed May 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $137,286 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES LL Service code 37 · EIN 04-3516284 | Loan Processing | $83,429 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,982 | $92,745-20.2% | $89,340-17.2% | $103,975-28.8% |
| Participation rate | 97.7% | 78.0%+19.6pp | 69.6%+28.1pp | 72.5%+25.1pp |
| Annual return | 18.28% | 13.58%+4.7pp | 20.57%-2.3pp | 19.41%-1.1pp |
| Employer contribution / active EE | $6,233 | $3,754+66.0% | $2,231+179.4% | $3,722+67.4% |
| Participant deferral / active EE | $5,663 | $4,592+23.3% | $3,823+48.1% | $5,343+6.0% |
| Admin fee / account holder | $155 | $146+6.1% | $6,704-97.7% | $332-53.3% |