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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP ADVISORY SERVICES Service code 99 | Other Fees | $30,531 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,133 |
Service code 99 7100 E. BELLEVIEW AVE., SUITE 300 · GREENWOOD VILLAGE, CO 80111 | Other Fees | $1,800 |
NFP RETIREMENT INC2+ 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 | $70,465 | $43,423+62.3% | $78,676-10.4% | $55,167+27.7% |
| Participation rate | 97.7% | 68.0%+29.6pp | 73.6%+24.1pp | 69.0%+28.7pp |
| Annual return | 9.59% | 11.53%-1.9pp | 62.19%-52.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $6,388 | $1,997+219.9% | $2,850+124.1% | $1,963+225.5% |
| Participant deferral / active EE | $5,834 | $2,509+132.5% | $3,517+65.9% | $3,054+91.0% |
| Admin fee / account holder | $25 | $416-93.9% | $4,510-99.4% | $504-95.0% |