Filed February 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $12,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $819 |
Filed as: MASSMUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,842 | $48,277-29.9% | $63,244-46.5% | $55,191-38.7% |
| Participation rate | 11.0% | 69.4%-58.4pp | 71.0%-60.0pp | 69.2%-58.2pp |
| Annual return | -1.02% | 2.37%-3.4pp | -70.31%+69.3pp | 10.78%-11.8pp |
| Employer contribution / active EE | $47 | $1,592-97.0% | $2,322-98.0% | $1,899-97.5% |
| Participant deferral / active EE | $258 | $2,432-89.4% | $2,953-91.3% | $3,046-91.5% |
| Admin fee / account holder | $18 | $86-78.6% | $5,893-99.7% | $91-79.8% |