Filed June 8, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $186,998 | $122,239+53.0% | $184,200+1.5% | $74,546+150.8% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 14.43% | 19.95%-5.5pp | 28.80%-14.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $4,545 | $4,537+0.2% | $6,424-29.2% | $2,624+73.2% |
| Participant deferral / active EE | $7,836 | $7,139+9.8% | $9,132-14.2% | $4,347+80.2% |
| Admin fee / account holder | $128 | $1,260-89.8% | $13,907-99.1% | $1,944-93.4% |