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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,260 |
NFP RETIREMENT INC7 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 | $473 |
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 | $109,404 | $47,180+131.9% | $149,723-26.9% | $74,473+46.9% |
| Participation rate | 26.3% | 63.4%-37.1pp | 78.8%-52.4pp | 70.7%-44.4pp |
| Annual return | 18.62% | 22.75%-4.1pp | 134.50%-115.9pp | 34.36%-15.7pp |
| Employer contribution / active EE | $371 | $1,907-80.5% | $4,821-92.3% | $2,638-85.9% |
| Participant deferral / active EE | $1,175 | $2,730-57.0% | $5,682-79.3% | $4,530-74.1% |
| Admin fee / account holder | $127 | $343-63.1% | $13,215-99.0% | $347-63.5% |