Filed May 29, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES LL Service code 37 · EIN 04-3516284 | Loan Processing | $417,619 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $108,211 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,692 | $76,209-20.4% | $81,370-25.4% | $200,096-69.7% |
| Participation rate | 96.5% | 76.4%+20.1pp | 69.5%+26.9pp | 72.0%+24.4pp |
| Annual return | 13.82% | 15.55%-1.7pp | 24.85%-11.0pp | 34.26%-20.4pp |
| Employer contribution / active EE | $8,445 | $2,807+200.8% | $2,464+242.7% | $3,038+178.0% |
| Participant deferral / active EE | $5,128 | $4,210+21.8% | $3,885+32.0% | $5,090+0.8% |
| Admin fee / account holder | $146 | $146-0.3% | $5,749-97.5% | $269-45.9% |