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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT SERVICES Service code 27 1901 ROXBOROUGH RD STE 300 · CHARLOTTE, NC 282115588 | Advisory (Plan) | $16,037 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,915 | $81,948-74.5% | $90,760-77.0% | $64,819-67.7% |
| Participation rate | 0.0% | 80.5%-80.5pp | 75.7%-75.7pp | 71.5%-71.5pp |
| Annual return | -16.78% | -12.53%-4.3pp | -12.16%-4.6pp | 32.84%-49.6pp |
| Employer contribution / active EE | $609 | $3,067-80.1% | $2,922-79.2% | $2,507-75.7% |
| Participant deferral / active EE | $1,371 | $4,844-71.7% | $4,565-70.0% | $4,311-68.2% |
| Admin fee / account holder | $157 | $157-0.1% | $8,444-98.1% | $188-16.4% |