Filed June 20, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 99 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $27,409 |
ECONOMIC GROUP PENSION SERVICES2+ years Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $4,492 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,014 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $201 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,735 | $50,919-53.4% | $155,556-84.7% | $77,762-69.5% |
| Participation rate | 96.5% | 63.1%+33.4pp | 78.2%+18.3pp | 70.6%+25.9pp |
| Annual return | 13.84% | 34.84%-21.0pp | 64.84%-51.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $1,162 | $1,991-41.7% | $4,675-75.2% | $2,728-57.4% |
| Participant deferral / active EE | $3,609 | $2,824+27.8% | $5,631-35.9% | $4,651-22.4% |
| Admin fee / account holder | $117 | $437-73.1% | $15,885-99.3% | $433-72.9% |