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 INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $59,722 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,775 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,829 | $100,272-20.4% | $170,057-53.1% | $74,473+7.2% |
| Participation rate | 97.4% | 87.4%+10.1pp | 87.0%+10.4pp | 70.7%+26.7pp |
| Annual return | 16.16% | 66.12%-50.0pp | 53.42%-37.3pp | 34.36%-18.2pp |
| Employer contribution / active EE | $4,955 | $4,266+16.2% | $6,790-27.0% | $2,638+87.8% |
| Participant deferral / active EE | $4,093 | $7,147-42.7% | $10,411-60.7% | $4,530-9.6% |
| Admin fee / account holder | $29 | $235-87.5% | $12,826-99.8% | $347-91.5% |