Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $11,934 |
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 | $20,484 | $91,474-77.6% | $135,982-84.9% | $71,529-71.4% |
| Participation rate | 87.3% | 75.7%+11.6pp | 81.9%+5.4pp | 67.9%+19.4pp |
| Annual return | 29.48% | 29.89%-0.4pp | 68.32%-38.8pp | 28.97%+0.5pp |
| Employer contribution / active EE | $3,930 | $3,705+6.1% | $4,859-19.1% | $2,590+51.8% |
| Participant deferral / active EE | $6,459 | $7,095-9.0% | $7,760-16.8% | $4,291+50.5% |
| Admin fee / account holder | $11 | $1,267-99.1% | $10,767-99.9% | $1,588-99.3% |