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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,189 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $497 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,918 | $46,173+68.8% | $170,435-54.3% | $69,631+11.9% |
| Participation rate | 32.2% | 63.9%-31.7pp | 83.6%-51.4pp | 70.7%-38.5pp |
| Annual return | 18.37% | 21.62%-3.3pp | 205.94%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $582 | $1,610-63.9% | $5,432-89.3% | $2,032-71.4% |
| Participant deferral / active EE | $1,022 | $2,080-50.9% | $4,939-79.3% | $3,224-68.3% |
| Admin fee / account holder | $146 | $116+25.9% | $13,881-98.9% | $110+32.2% |