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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 16 · EIN 33-0905143 | Consulting | $51,531 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,235 |
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.
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 | $46,110 | $50,902-9.4% | $155,534-70.4% | $77,736-40.7% |
| Participation rate | 23.6% | 63.1%-39.5pp | 78.2%-54.6pp | 70.6%-47.0pp |
| Annual return | 14.44% | 34.85%-20.4pp | 64.92%-50.5pp | 31.26%-16.8pp |
| Employer contribution / active EE | $35 | $1,991-98.2% | $4,675-99.2% | $2,728-98.7% |
| Participant deferral / active EE | $1,980 | $2,824-29.9% | $5,630-64.8% | $4,651-57.4% |
| Admin fee / account holder | $279 | $437-36.1% | $15,900-98.2% | $433-35.5% |