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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years 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 | $110,114 | $52,967+107.9% | $172,753-36.3% | $65,186+68.9% |
| Participation rate | 53.7% | 66.2%-12.5pp | 82.6%-28.9pp | 70.2%-16.5pp |
| Annual return | 26.27% | 30.12%-3.9pp | 803.00%-776.7pp | 29.39%-3.1pp |
| Employer contribution / active EE | $1,554 | $2,190-29.0% | $5,144-69.8% | $2,177-28.6% |
| Participant deferral / active EE | $2,937 | $2,471+18.9% | $5,198-43.5% | $3,514-16.4% |
| Admin fee / account holder | $38 | $472-92.0% | $13,956-99.7% | $847-95.5% |