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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 | Other Fees | $13,970 |
NFP RETIREMENT INC6+ 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,250 | $99,957+41.3% | $149,745-5.7% | $73,497+92.2% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 15.09% | 53.87%-38.8pp | 276.72%-261.6pp | 28.51%-13.4pp |
| Employer contribution / active EE | $10,121 | $3,191+217.2% | $4,646+117.9% | $2,270+345.8% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $326 | $551-40.8% | $9,312-96.5% | $513-36.5% |