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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 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 | $156,458 | $58,895+165.7% | $178,503-12.3% | $73,497+112.9% |
| Participation rate | 53.4% | 66.2%-12.8pp | 81.9%-28.5pp | 70.7%-17.3pp |
| Annual return | 27.97% | 24.86%+3.1pp | 151.12%-123.1pp | 28.51%-0.5pp |
| Employer contribution / active EE | $1,482 | $2,236-33.7% | $5,011-70.4% | $2,270-34.7% |
| Participant deferral / active EE | $2,875 | $2,567+12.0% | $5,202-44.7% | $3,740-23.1% |
| Admin fee / account holder | $32 | $400-91.9% | $13,987-99.8% | $513-93.7% |