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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,051 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORS SERVICES, LLC Service code 22 | Insurance Broker | $56,078 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 22 · EIN 74-2470431 | Insurance Broker | $0 |
Employer 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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,206 | $50,498-81.8% | $75,784-87.9% | $55,191-83.3% |
| Participation rate | 83.8% | 69.4%+14.4pp | 75.8%+8.0pp | 69.2%+14.7pp |
| Annual return | 2.54% | 1.80%+0.7pp | 9.68%-7.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $315 | $2,291-86.3% | $3,323-90.5% | $1,899-83.4% |
| Participant deferral / active EE | $2,772 | $2,589+7.1% | $3,652-24.1% | $3,046-9.0% |
| Admin fee / account holder | $46 | $123-62.9% | $5,300-99.1% | $91-49.7% |