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 26 · EIN 71-0294708 | Advisory (Participants) | $91,122 |
NFP RETIREMENT INC6 years Service code 99 · EIN 33-0905143 | Other Fees | $50,135 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,750 | $55,694-37.6% | $81,882-57.6% | $200,096-82.6% |
| Participation rate | 27.5% | 62.7%-35.2pp | 72.4%-44.9pp | 72.0%-44.5pp |
| Annual return | 12.15% | 19.59%-7.4pp | 779.47%-767.3pp | 34.26%-22.1pp |
| Employer contribution / active EE | $7 | $2,114-99.7% | $2,916-99.8% | $3,038-99.8% |
| Participant deferral / active EE | $967 | $3,299-70.7% | $4,323-77.6% | $5,090-81.0% |
| Admin fee / account holder | $205 | $348-41.1% | $7,360-97.2% | $269-23.9% |