Filed September 20, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC Service code 28 · EIN 74-2794194 | Investment Management | $9,323 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,704 | $52,467+149.1% | $57,196+128.5% | $55,167+136.9% |
| Participation rate | 98.7% | 75.8%+22.9pp | 75.3%+23.4pp | 69.0%+29.7pp |
| Annual return | 1.03% | 7.72%-6.7pp | 14.59%-13.6pp | 169.23%-168.2pp |
| Employer contribution / active EE | $5,602 | $2,477+126.1% | $2,683+108.8% | $1,963+185.5% |
| Participant deferral / active EE | $6,732 | $2,830+137.9% | $3,096+117.4% | $3,054+120.4% |
| Admin fee / account holder | $20 | $269-92.6% | $3,141-99.4% | $504-96.0% |