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 13 · EIN 42-0127290 | Contract Administrator | $377,102 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $132,569 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,365 | $103,590-74.5% | $121,204-78.2% | $103,590-74.5% |
| Participation rate | 70.2% | 73.3%-3.1pp | 69.5%+0.7pp | 73.3%-3.1pp |
| Annual return | 104.26% | 33.13%+71.1pp | 987.18%-882.9pp | 33.13%+71.1pp |
| Employer contribution / active EE | $1,544 | $3,213-51.9% | $4,170-63.0% | $3,213-51.9% |
| Participant deferral / active EE | $2,528 | $5,214-51.5% | $4,083-38.1% | $5,214-51.5% |
| Admin fee / account holder | $95 | $114-16.8% | $5,651-98.3% | $114-16.8% |