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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,229 |
NFP RETIREMENT INC8 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $583 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,131 | $50,812+34.1% | $155,602-56.2% | $77,692-12.3% |
| Participation rate | 30.4% | 63.1%-32.7pp | 78.2%-47.8pp | 70.6%-40.2pp |
| Annual return | 13.87% | 34.85%-21.0pp | 64.81%-50.9pp | 31.25%-17.4pp |
| Employer contribution / active EE | $357 | $1,989-82.1% | $4,675-92.4% | $2,726-86.9% |
| Participant deferral / active EE | $1,042 | $2,822-63.1% | $5,629-81.5% | $4,648-77.6% |
| Admin fee / account holder | $74 | $436-83.0% | $15,923-99.5% | $431-82.8% |