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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,387 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,132 |
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 | $29,632 | $55,446-46.6% | $155,574-81.0% | $74,429-60.2% |
| Participation rate | 75.3% | 61.9%+13.4pp | 78.2%-2.9pp | 67.2%+8.1pp |
| Annual return | 14.83% | 269.20%-254.4pp | 64.87%-50.0pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $758 | $2,266-66.6% | $4,676-83.8% | $2,625-71.1% |
| Participant deferral / active EE | $994 | $2,836-64.9% | $5,629-82.3% | $4,348-77.1% |
| Admin fee / account holder | $72 | $1,743-95.9% | $15,914-99.5% | $1,944-96.3% |