Filed June 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SETAWAY LLC3 years Service code 49 · EIN 25-1838406 | Other Services | $28,956 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,975 | $122,063+53.2% | $184,256+1.5% | $74,478+151.0% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 14.47% | 19.92%-5.4pp | 28.85%-14.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $4,526 | $4,539-0.3% | $6,427-29.6% | $2,626+72.3% |
| Participant deferral / active EE | $7,812 | $7,144+9.3% | $9,133-14.5% | $4,350+79.6% |
| Admin fee / account holder | $125 | $1,253-90.0% | $13,899-99.1% | $1,946-93.6% |