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 | $36,002+11.0% | $161,489-75.3% | $64,728-38.3% |
| Participation rate | 98.5% | 57.4%+41.1pp | 78.7%+19.8pp | 57.9%+40.6pp |
| Annual return | 8.41% | 33.93%-25.5pp | 89.72%-81.3pp | 49.38%-41.0pp |
| Employer contribution / active EE | $3,703 | $1,380+168.4% | $4,268-13.2% | $2,243+65.1% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $106 | $931-88.6% | $16,006-99.3% | $1,145-90.7% |