Filed September 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 99 · EIN 59-1545914 | Other Fees | $36,880 |
Service code 49 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $12,287 |
MORNINGSTAR7 years Service code 64 | Recordkeeping Fees | $28 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,964 | $46,464-14.0% | $150,298-73.4% | $79,634-49.8% |
| Participation rate | 98.5% | 57.0%+41.5pp | 77.8%+20.7pp | 62.5%+36.0pp |
| Annual return | 8.41% | 27.89%-19.5pp | 62.79%-54.4pp | 36.46%-28.1pp |
| Employer contribution / active EE | $3,703 | $1,512+145.0% | $4,154-10.9% | $2,529+46.4% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $106 | $891-88.1% | $14,116-99.2% | $1,002-89.4% |