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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 | Other Fees | $13,136 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT, INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,103 | $89,652+38.4% | $141,197-12.1% | $65,186+90.4% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.6pp | 70.2%+28.8pp |
| Annual return | 19.57% | 32.79%-13.2pp | 71.41%-51.8pp | 29.39%-9.8pp |
| Employer contribution / active EE | $7,729 | $3,065+152.2% | $4,736+63.2% | $2,177+255.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $302 | $569-46.9% | $10,265-97.1% | $847-64.3% |