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| Provider | Service type | Compensation |
|---|---|---|
MAHONEY SABOL2 years Service code 99 · EIN 06-0946732 | Other Fees | $2,065 |
NEWPORT GROUP, INC.1 year Service code 99 · EIN 27-2037969 | Other Fees | $1,070 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,147 | $64,176-35.9% | $112,249-63.3% | $66,938-38.5% |
| Participation rate | 84.4% | 68.4%+16.0pp | 75.1%+9.3pp | 69.8%+14.6pp |
| Annual return | -16.81% | -13.80%-3.0pp | 27.48%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $18,890 | $3,007+528.2% | $3,636+419.5% | $2,545+642.2% |
| Participant deferral / active EE | $15 | $3,694-99.6% | $4,729-99.7% | $4,238-99.6% |
| Admin fee / account holder | $137 | $626-78.1% | $6,412-97.9% | $594-76.9% |