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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 99 | Other Fees | $39,059 |
Service code 49 · EIN 20-4780677 | Other Services | $9,258 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,339 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $86 |
Filed as: VOYA RETIREMENT INS ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $86 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,173 | $55,446+124.0% | $155,574-20.2% | $74,429+66.8% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 14.51% | 269.20%-254.7pp | 64.87%-50.4pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $6,587 | $2,266+190.7% | $4,676+40.9% | $2,625+151.0% |
| Participant deferral / active EE | $6,946 | $2,836+144.9% | $5,629+23.4% | $4,348+59.8% |
| Admin fee / account holder | $397 | $1,743-77.2% | $15,914-97.5% | $1,944-79.6% |