Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $19,800 |
COHN REZNICK LLP1+ years Service code 10 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,505 | $54,281-51.2% | $60,547-56.2% | $59,188-55.2% |
| Participation rate | 62.0% | 66.8%-4.8pp | 68.0%-6.0pp | 69.4%-7.4pp |
| Annual return | 2.20% | 1.74%+0.5pp | 335.64%-333.4pp | 5.51%-3.3pp |
| Employer contribution / active EE | $977 | $2,031-51.9% | $2,419-59.6% | $2,098-53.4% |
| Participant deferral / active EE | $2,465 | $2,789-11.6% | $3,328-25.9% | $3,265-24.5% |
| Admin fee / account holder | $6 | $64-90.8% | $4,536-99.9% | $92-93.5% |