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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 55 BLDG 2 STE 125 · WEST LAKE HLS, TX 78746 | Other Commissions | $63,742 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $543 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,341 | $37,117+94.9% | $147,618-51.0% | $55,191+31.1% |
| Participation rate | 82.2% | 63.6%+18.6pp | 84.6%-2.4pp | 69.2%+13.1pp |
| Annual return | 3.06% | 3.44%-0.4pp | 61.98%-58.9pp | 10.78%-7.7pp |
| Employer contribution / active EE | $2,695 | $1,620+66.3% | $5,565-51.6% | $1,899+41.9% |
| Participant deferral / active EE | $3,998 | $1,985+101.4% | $4,895-18.3% | $3,046+31.2% |
| Admin fee / account holder | $2 | $86-98.1% | $11,612-100.0% | $91-98.2% |