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| Provider | Service type | Compensation |
|---|---|---|
MAHONEY SABOL1 year Service code 99 · EIN 06-0946732 | Other Fees | $4,943 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,676 | $78,672-39.4% | $109,163-56.3% | $85,856-44.5% |
| Participation rate | 89.8% | 68.3%+21.5pp | 75.9%+13.9pp | 69.3%+20.5pp |
| Annual return | 11.22% | 25.09%-13.9pp | 25.75%-14.5pp | 318.58%-307.4pp |
| Employer contribution / active EE | $17,160 | $2,734+527.7% | $3,723+361.0% | $2,565+569.0% |
| Participant deferral / active EE | $62 | $3,467-98.2% | $4,654-98.7% | $3,952-98.4% |
| Admin fee / account holder | $229 | $5,470-95.8% | $6,754-96.6% | $6,261-96.3% |