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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $8,895 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $34,322 | $38,925-11.8% | $73,836-53.5% | $55,191-37.8% |
| Participation rate | 37.3% | 66.0%-28.8pp | 73.4%-36.2pp | 69.2%-31.9pp |
| Annual return | 0.48% | 6.31%-5.8pp | 2268.06%-2267.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $974 | $2,351-58.6% | $3,583-72.8% | $3,046-68.0% |
| Admin fee / account holder | $24 | $83-71.3% | $4,882-99.5% | $91-73.8% |