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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES 74-2794194 Service code 99 | Other Fees | $21,147 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES 68-0279977 Service code 99 | Other Fees | $7,304 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 99 4600 S. ULSTER STREET · DENVER, CO 80237 | Other Fees | $2,990 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,116 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES LLC Service code 99 · EIN 74-2794194 | Other Fees | $0 |
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 | $62,822 | $41,854+50.1% | $73,836-14.9% | $52,331+20.0% |
| Participation rate | 89.8% | 66.2%+23.5pp | 73.4%+16.3pp | 68.1%+21.7pp |
| Annual return | -1.39% | 2.11%-3.5pp | 2268.06%-2269.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $6,173 | $1,920+221.5% | $2,787+121.5% | $1,882+228.0% |
| Participant deferral / active EE | $5,484 | $2,498+119.5% | $3,583+53.1% | $3,022+81.5% |
| Admin fee / account holder | $33 | $493-93.3% | $4,882-99.3% | $592-94.4% |