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 | $38,165+4.7% | $189,758-78.9% | $69,255-42.3% |
| Participation rate | 98.5% | 66.7%+31.8pp | 79.8%+18.7pp | 69.0%+29.5pp |
| Annual return | 8.41% | 14.65%-6.2pp | 52.62%-44.2pp | 26.73%-18.3pp |
| Employer contribution / active EE | $3,703 | $1,589+133.1% | $4,767-22.3% | $2,645+40.0% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $106 | $714-85.2% | $20,388-99.5% | $733-85.5% |