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| 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 | $48,337+39.4% | $67,560-0.2% | $80,959-16.7% |
| Participation rate | 97.8% | 66.4%+31.3pp | 72.9%+24.8pp | 67.7%+30.1pp |
| Annual return | 22.71% | 18.26%+4.4pp | 3533.50%-3510.8pp | 35.67%-13.0pp |
| Employer contribution / active EE | $5,762 | $2,023+184.9% | $2,737+110.5% | $2,757+109.0% |
| Participant deferral / active EE | $8,454 | $2,928+188.7% | $4,004+111.1% | $4,300+96.6% |
| Admin fee / account holder | $100 | $3,695-97.3% | $3,994-97.5% | $6,925-98.6% |