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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $15,620 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,344 |
Annual investment return 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 | $59,787 | $64,138-6.8% | $112,258-46.7% | $66,930-10.7% |
| Participation rate | 74.4% | 68.5%+6.0pp | 75.1%-0.6pp | 69.8%+4.6pp |
| Annual return | -20.11% | -13.81%-6.3pp | 27.47%-47.6pp | 1.57%-21.7pp |
| Employer contribution / active EE | $8,416 | $3,006+180.0% | $3,636+131.5% | $2,545+230.7% |
| Participant deferral / active EE | $2,185 | $3,694-40.8% | $4,728-53.8% | $4,238-48.4% |
| Admin fee / account holder | $158 | $625-74.7% | $6,411-97.5% | $593-73.3% |