Filed November 21, 2024 (most recent of 3 filings on file)
Total covered: 30 employees
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Service code 99 · EIN 33-0905143 | Other Fees | $68,181 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,555 | $129,095-36.1% | $184,185-55.2% | $77,692+6.3% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.7pp |
| Annual return | 12.00% | 33.29%-21.3pp | 28.81%-16.8pp | 31.25%-19.3pp |
| Employer contribution / active EE | $5,055 | $4,410+14.6% | $6,426-21.3% | $2,726+85.4% |
| Participant deferral / active EE | $4,226 | $7,300-42.1% | $9,132-53.7% | $4,648-9.1% |
| Admin fee / account holder | $24 | $256-90.8% | $13,909-99.8% | $431-94.5% |