Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,607 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $22,894 |
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 | $33,957 | $55,446-38.8% | $155,574-78.2% | $74,429-54.4% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 13.50% | 269.20%-255.7pp | 64.87%-51.4pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $757 | $2,266-66.6% | $4,676-83.8% | $2,625-71.2% |
| Participant deferral / active EE | $2,623 | $2,836-7.5% | $5,629-53.4% | $4,348-39.7% |
| Admin fee / account holder | $312 | $1,743-82.1% | $15,914-98.0% | $1,944-84.0% |