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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $6,438 |
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 | $11,976 | $84,499-85.8% | $125,391-90.4% | $66,949-82.1% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.3pp | 69.8%+16.9pp |
| Annual return | 7.05% | -8.49%+15.5pp | 572.41%-565.4pp | 1.57%+5.5pp |
| Employer contribution / active EE | $2,910 | $3,554-18.1% | $4,816-39.6% | $2,545+14.3% |
| Participant deferral / active EE | $4,739 | $6,785-30.2% | $7,448-36.4% | $4,239+11.8% |
| Admin fee / account holder | $6 | $685-99.1% | $10,009-99.9% | $594-99.0% |