Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 12 · EIN 74-2794194 | Other commissions; Claims processing;... | $35,670 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $9,131 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 49 · EIN 04-2530412 | Other Services | $0 |
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 | $78,617 | $38,595+103.7% | $80,004-1.7% | $52,331+50.2% |
| Participation rate | 89.5% | 64.5%+25.0pp | 73.0%+16.5pp | 68.1%+21.4pp |
| Annual return | 0.10% | 2.04%-1.9pp | 7.63%-7.5pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,904 | $1,133+68.1% | $2,473-23.0% | $1,882+1.2% |
| Participant deferral / active EE | $5,663 | $2,318+144.2% | $3,204+76.8% | $3,022+87.4% |
| Admin fee / account holder | $246 | $304-19.1% | $5,033-95.1% | $592-58.4% |