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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 | $48,284+39.6% | $67,524-0.2% | $80,911-16.7% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | 22.71% | 18.27%+4.4pp | 3519.41%-3496.7pp | 35.63%-12.9pp |
| Employer contribution / active EE | $5,762 | $2,021+185.0% | $2,734+110.7% | $2,756+109.1% |
| Participant deferral / active EE | $8,454 | $2,927+188.9% | $4,001+111.3% | $4,297+96.7% |
| Admin fee / account holder | $100 | $3,688-97.3% | $4,001-97.5% | $6,935-98.6% |