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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $25,914 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $23,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,204 | $55,446-27.5% | $155,574-74.2% | $74,429-46.0% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 27.67% | 269.20%-241.5pp | 64.87%-37.2pp | 1368.38%-1340.7pp |
| Employer contribution / active EE | $1,758 | $2,266-22.4% | $4,676-62.4% | $2,625-33.0% |
| Participant deferral / active EE | $3,882 | $2,836+36.9% | $5,629-31.0% | $4,348-10.7% |
| Admin fee / account holder | $69 | $1,743-96.1% | $15,914-99.6% | $1,944-96.5% |