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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 99 · EIN 27-2037969 | Other Fees | $1,970 |
MAHONEY SABOL3 years Service code 99 · EIN 11-1000111 | Other Fees | $1,068 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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 | $43,513 | $76,696-43.3% | $96,515-54.9% | $71,511-39.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.70% | 48.32%-34.6pp | 35.73%-22.0pp | 28.86%-15.2pp |
| Employer contribution / active EE | $8,739 | $3,032+188.3% | $3,740+133.7% | $2,589+237.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $122 | $2,030-94.0% | $6,735-98.2% | $1,588-92.3% |