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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 | $55,470-46.6% | $155,556-81.0% | $74,478-60.2% |
| Participation rate | 75.3% | 61.9%+13.4pp | 78.2%-3.0pp | 67.2%+8.1pp |
| Annual return | 14.83% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $758 | $2,267-66.6% | $4,675-83.8% | $2,626-71.1% |
| Participant deferral / active EE | $994 | $2,838-65.0% | $5,631-82.3% | $4,350-77.1% |
| Admin fee / account holder | $72 | $1,744-95.9% | $15,885-99.5% | $1,946-96.3% |