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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,846 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $10,782 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,040 | $52,961-65.9% | $172,752-89.6% | $65,185-72.3% |
| Participation rate | 75.2% | 66.2%+9.0pp | 82.6%-7.4pp | 70.2%+5.0pp |
| Annual return | 24.41% | 30.12%-5.7pp | 802.97%-778.6pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,500 | $2,471-39.3% | $5,198-71.1% | $3,514-57.3% |
| Admin fee / account holder | $138 | $472-70.8% | $13,955-99.0% | $847-83.7% |