Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,843 |
NWRPC LLC3 years Service code 49 · EIN 88-2334307 | Other Services | $5,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,853 | $82,979-26.7% | $102,412-40.6% | $77,736-21.7% |
| Participation rate | 64.3% | 71.5%-7.2pp | 74.5%-10.2pp | 70.6%-6.2pp |
| Annual return | 10.67% | 19.11%-8.4pp | 24.94%-14.3pp | 31.26%-20.6pp |
| Employer contribution / active EE | $6,671 | $3,554+87.7% | $3,870+72.4% | $2,728+144.5% |
| Participant deferral / active EE | $3,041 | $4,109-26.0% | $5,060-39.9% | $4,651-34.6% |
| Admin fee / account holder | $209 | $639-67.2% | $8,388-97.5% | $433-51.7% |