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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,677 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,729 |
Service code 49 · EIN 55-0486667 | Other Services | $6,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,882 | $92,303-76.3% | $152,473-85.6% | $86,821-74.8% |
| Participation rate | 61.0% | 81.1%-20.0pp | 78.2%-17.2pp | 72.3%-11.3pp |
| Annual return | 15.11% | 531.69%-516.6pp | 757.59%-742.5pp | 97.94%-82.8pp |
| Employer contribution / active EE | $285 | $3,748-92.4% | $4,326-93.4% | $2,406-88.1% |
| Participant deferral / active EE | $3,010 | $5,599-46.2% | $5,817-48.3% | $4,132-27.2% |
| Admin fee / account holder | $176 | $150+17.2% | $15,811-98.9% | $170+3.6% |