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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 | $55,437-27.5% | $155,534-74.2% | $74,459-46.0% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 27.67% | 269.58%-241.9pp | 64.92%-37.2pp | 1369.70%-1342.0pp |
| Employer contribution / active EE | $1,758 | $2,266-22.4% | $4,675-62.4% | $2,626-33.0% |
| Participant deferral / active EE | $3,882 | $2,837+36.8% | $5,630-31.0% | $4,350-10.7% |
| Admin fee / account holder | $69 | $1,742-96.1% | $15,900-99.6% | $1,945-96.5% |