Filed June 8, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SETAWAY LLC2 years Service code 49 · EIN 25-1838406 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | Other Services | $24,208 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,811 | $130,294+26.5% | $170,057-3.1% | $71,529+130.4% |
| Participation rate | 99.3% | 86.2%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 17.68% | 20.36%-2.7pp | 53.42%-35.7pp | 28.97%-11.3pp |
| Employer contribution / active EE | $4,136 | $4,385-5.7% | $6,790-39.1% | $2,590+59.7% |
| Participant deferral / active EE | $6,515 | $6,928-6.0% | $10,411-37.4% | $4,291+51.8% |
| Admin fee / account holder | $120 | $966-87.6% | $12,826-99.1% | $1,588-92.5% |