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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,760 | $61,166+185.7% | $185,849-6.0% | $79,391+120.1% |
| Participation rate | 54.7% | 66.6%-11.9pp | 81.7%-27.0pp | 70.7%-16.0pp |
| Annual return | 12.98% | 19.45%-6.5pp | 122.10%-109.1pp | 116.88%-103.9pp |
| Employer contribution / active EE | $1,652 | $2,321-28.8% | $5,169-68.0% | $2,428-32.0% |
| Participant deferral / active EE | $3,197 | $2,789+14.6% | $5,569-42.6% | $4,046-21.0% |
| Admin fee / account holder | $41 | $710-94.2% | $16,244-99.7% | $627-93.4% |