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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $30,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $18,612 |
RICHELIEU FOODS INC.1+ years Filed as: RICHELIEU FOODS, INC. Service code 10 · EIN 13-3970621 | Accounting | $6,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,900 | $48,277-44.3% | $63,244-57.5% | $55,191-51.3% |
| Participation rate | 81.4% | 69.4%+12.0pp | 71.0%+10.3pp | 69.2%+12.2pp |
| Annual return | -1.31% | 2.37%-3.7pp | -70.31%+69.0pp | 10.78%-12.1pp |
| Employer contribution / active EE | $498 | $1,592-68.7% | $2,322-78.6% | $1,899-73.8% |
| Participant deferral / active EE | $1,988 | $2,432-18.3% | $2,953-32.7% | $3,046-34.7% |
| Admin fee / account holder | $33 | $86-61.1% | $5,893-99.4% | $91-63.1% |