Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 99 · EIN 71-0294708 | Other Fees | $17,133 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,402 | $48,314+39.5% | $67,561-0.2% | $80,925-16.7% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.8pp | 67.7%+30.1pp |
| Annual return | 22.71% | 18.28%+4.4pp | 3525.44%-3502.7pp | 35.65%-12.9pp |
| Employer contribution / active EE | $5,762 | $2,022+185.0% | $2,735+110.7% | $2,756+109.0% |
| Participant deferral / active EE | $8,454 | $2,927+188.9% | $4,003+111.2% | $4,299+96.7% |
| Admin fee / account holder | $100 | $3,690-97.3% | $4,006-97.5% | $6,940-98.6% |