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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,556 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $10,053 |
Participant 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.
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 | $10,551 | $79,089-86.7% | $100,392-89.5% | $74,459-85.8% |
| Participation rate | 83.1% | 79.4%+3.7pp | 81.5%+1.6pp | 67.2%+15.9pp |
| Annual return | 15.08% | 20.61%-5.5pp | 49.45%-34.4pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $843 | $3,015-72.1% | $3,941-78.6% | $2,626-67.9% |
| Participant deferral / active EE | $3,339 | $7,747-56.9% | $8,090-58.7% | $4,350-23.2% |
| Admin fee / account holder | $125 | $1,336-90.6% | $7,904-98.4% | $1,945-93.6% |