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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP ADVISORY SERVICES Service code 99 | Other Fees | $40,753 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,068 |
Service code 99 P.O. BOX 3789 · LITTLETON, CO 80161 | Other Fees | $1,600 |
NFP RETIREMENT INC3+ 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 | $78,337 | $50,637+54.7% | $86,582-9.5% | $62,293+25.8% |
| Participation rate | 99.3% | 67.9%+31.4pp | 73.5%+25.7pp | 69.5%+29.8pp |
| Annual return | 17.65% | 20.80%-3.1pp | 965.08%-947.4pp | 28.90%-11.2pp |
| Employer contribution / active EE | $4,597 | $2,075+121.5% | $2,839+61.9% | $2,042+125.1% |
| Participant deferral / active EE | $5,873 | $2,611+124.9% | $3,609+62.7% | $3,169+85.3% |
| Admin fee / account holder | $22 | $413-94.8% | $4,904-99.6% | $479-95.5% |