Filed May 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES LL Service code 37 · EIN 04-3516284 | Loan Processing | $16,703 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,576 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,410 | $72,066-52.3% | $81,726-57.9% | $90,274-61.9% |
| Participation rate | 95.1% | 78.9%+16.2pp | 72.0%+23.1pp | 73.4%+21.7pp |
| Annual return | 0.00% | 15.92%-15.9pp | 29.49%-29.5pp | 53.97%-54.0pp |
| Employer contribution / active EE | $1,893 | $2,335-18.9% | $4,311-56.1% | $2,523-25.0% |
| Participant deferral / active EE | $3,970 | $3,557+11.6% | $7,108-44.2% | $4,231-6.2% |
| Admin fee / account holder | $11 | $92-88.6% | $5,160-99.8% | $114-90.8% |