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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $443,874 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $195,477 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,753 | $99,269-72.0% | $129,397-78.6% | $99,269-72.0% |
| Participation rate | 74.5% | 71.7%+2.8pp | 69.6%+4.9pp | 71.7%+2.8pp |
| Annual return | 18.03% | 17.66%+0.4pp | 9453.98%-9436.0pp | 17.66%+0.4pp |
| Employer contribution / active EE | $1,677 | $3,265-48.6% | $4,154-59.6% | $3,265-48.6% |
| Participant deferral / active EE | $2,744 | $5,344-48.6% | $4,167-34.1% | $5,344-48.6% |
| Admin fee / account holder | $96 | $109-11.7% | $7,679-98.7% | $109-11.7% |