Filed June 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SETAWAY LLC1 year Service code 49 · EIN 25-1838406 5 BEDFORD FARMS DR · BEDFORD, NH 03110 | Other Services | $33,206 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,035 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,153 | $102,661+50.2% | $151,645+1.7% | $66,949+130.3% |
| Participation rate | 97.1% | 85.5%+11.6pp | 87.5%+9.6pp | 69.8%+27.3pp |
| Annual return | -7.81% | -10.81%+3.0pp | 3.34%-11.1pp | 1.57%-9.4pp |
| Employer contribution / active EE | $3,969 | $4,184-5.1% | $6,165-35.6% | $2,545+55.9% |
| Participant deferral / active EE | $6,308 | $6,645-5.1% | $8,363-24.6% | $4,239+48.8% |
| Admin fee / account holder | $66 | $630-89.6% | $11,614-99.4% | $594-88.9% |