Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,363 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $18,522 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,200 | $106,110-40.4% | $147,005-57.0% | $77,671-18.6% |
| Participation rate | 80.7% | 78.4%+2.3pp | 82.2%-1.5pp | 70.6%+10.1pp |
| Annual return | 18.95% | 56.77%-37.8pp | 418.76%-399.8pp | 31.21%-12.3pp |
| Employer contribution / active EE | $2,512 | $4,065-38.2% | $4,934-49.1% | $2,726-7.9% |
| Participant deferral / active EE | $8,477 | $7,992+6.1% | $8,070+5.0% | $4,648+82.4% |
| Admin fee / account holder | $294 | $338-12.8% | $13,006-97.7% | $430-31.6% |