Filed June 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 99 | Other Fees | $37,052 |
Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $17,729 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $8,516 |
Filed as: THE ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $4,428 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $47 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 26 · EIN 71-0294708 | Advisory (Participants) | $47 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,029 | $175,257-88.6% | $149,717-86.6% | $139,456-85.6% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 9.56% | 166.70%-157.1pp | 134.41%-124.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $247 | $16,156-98.5% | $13,213-98.1% | $11,407-97.8% |