Filed October 17, 2016 (most recent of 2 filings on file)
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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 ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,828 | $75,284-5.9% | $91,004-22.2% | $69,631+1.7% |
| Participation rate | 98.8% | 80.4%+18.4pp | 75.6%+23.2pp | 70.7%+28.1pp |
| Annual return | 137.00% | 48.40%+88.6pp | 4.60%+132.4pp | 27571.02%-27434.0pp |
| Employer contribution / active EE | $2,567 | $2,473+3.8% | $2,456+4.5% | $2,032+26.3% |
| Participant deferral / active EE | $4,275 | $3,700+15.5% | $3,548+20.5% | $3,224+32.6% |
| Admin fee / account holder | $11 | $111-90.0% | $5,417-99.8% | $110-90.0% |