Filed February 1, 2010
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANN C Service code 64 | Recordkeeping Fees | $3 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,502 | $50,919+42.4% | $155,556-53.4% | $77,762-6.8% |
| Participation rate | 39.8% | 63.1%-23.3pp | 78.2%-38.4pp | 70.6%-30.8pp |
| Annual return | 14.49% | 34.84%-20.3pp | 64.84%-50.3pp | 31.27%-16.8pp |
| Employer contribution / active EE | $903 | $1,991-54.6% | $4,675-80.7% | $2,728-66.9% |
| Participant deferral / active EE | $2,141 | $2,824-24.2% | $5,631-62.0% | $4,651-54.0% |
| Admin fee / account holder | $352 | $437-19.5% | $15,885-97.8% | $433-18.8% |