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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,208 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $10,963 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,216 | $79,867-75.9% | $120,344-84.0% | $64,340-70.1% |
| Participation rate | 89.2% | 63.0%+26.3pp | 76.7%+12.5pp | 55.2%+34.0pp |
| Annual return | 9.36% | 21.10%-11.7pp | 20.30%-10.9pp | 24.14%-14.8pp |
| Employer contribution / active EE | $866 | $1,925-55.0% | $3,020-71.3% | $1,862-53.5% |
| Participant deferral / active EE | $1,943 | $3,593-45.9% | $5,135-62.2% | $2,980-34.8% |
| Admin fee / account holder | $125 | $5,039-97.5% | $12,742-99.0% | $3,703-96.6% |