Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,763 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $26,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,722 | $56,540-49.2% | $185,851-84.5% | $86,821-66.9% |
| Participation rate | 57.1% | 65.5%-8.4pp | 81.7%-24.6pp | 72.3%-15.1pp |
| Annual return | 14.38% | 118.20%-103.8pp | 122.11%-107.7pp | 97.94%-83.6pp |
| Employer contribution / active EE | $666 | $1,844-63.9% | $5,168-87.1% | $2,406-72.3% |
| Participant deferral / active EE | $1,451 | $2,555-43.2% | $5,569-73.9% | $4,132-64.9% |
| Admin fee / account holder | $137 | $150-8.8% | $16,245-99.2% | $170-19.5% |