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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,680 | $55,453+61.7% | $170,435-47.4% | $62,293+44.0% |
| Participation rate | 57.2% | 66.4%-9.1pp | 83.6%-26.4pp | 69.5%-12.3pp |
| Annual return | 18.88% | 21.38%-2.5pp | 205.94%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,223 | $2,164-43.5% | $5,432-77.5% | $2,042-40.1% |
| Participant deferral / active EE | $2,547 | $2,303+10.6% | $4,939-48.4% | $3,169-19.6% |
| Admin fee / account holder | $34 | $455-92.5% | $13,881-99.8% | $479-92.9% |