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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $228,240 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $72,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,703 | $78,104-74.8% | $117,533-83.2% | $78,104-74.8% |
| Participation rate | 50.1% | 74.5%-24.4pp | 70.6%-20.5pp | 74.5%-24.4pp |
| Annual return | -11.79% | 10.90%-22.7pp | 29.77%-41.6pp | 10.90%-22.7pp |
| Employer contribution / active EE | $993 | $3,128-68.2% | $4,179-76.2% | $3,128-68.2% |
| Participant deferral / active EE | $1,604 | $5,089-68.5% | $4,072-60.6% | $5,089-68.5% |
| Admin fee / account holder | $94 | $79+18.7% | $5,647-98.3% | $79+18.7% |