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 |
|---|---|---|
NFP RETIREMENT INC3 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $26,269 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,008 | $47,180-42.8% | $149,723-82.0% | $74,473-63.7% |
| Participation rate | 52.2% | 63.4%-11.3pp | 78.8%-26.6pp | 70.7%-18.6pp |
| Annual return | 17.05% | 22.75%-5.7pp | 134.50%-117.4pp | 34.36%-17.3pp |
| Employer contribution / active EE | $791 | $1,907-58.5% | $4,821-83.6% | $2,638-70.0% |
| Participant deferral / active EE | $1,475 | $2,730-46.0% | $5,682-74.0% | $4,530-67.4% |
| Admin fee / account holder | $137 | $343-60.1% | $13,215-99.0% | $347-60.6% |