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 | $276,593 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $72,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,862 | $61,756-50.0% | $69,890-55.8% | $77,906-60.4% |
| Participation rate | 93.3% | 79.9%+13.4pp | 70.5%+22.8pp | 73.7%+19.6pp |
| Annual return | -15.63% | -11.86%-3.8pp | 190.84%-206.5pp | 12.16%-27.8pp |
| Employer contribution / active EE | $4,189 | $2,706+54.8% | $2,560+63.6% | $2,846+47.2% |
| Participant deferral / active EE | $4,331 | $3,977+8.9% | $3,848+12.5% | $4,805-9.9% |
| Admin fee / account holder | $162 | $101+59.6% | $6,267-97.4% | $133+22.0% |