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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 | $85,515-77.5% | $112,040-82.8% | $67,986-71.7% |
| Participation rate | 89.2% | 68.2%+21.0pp | 76.5%+12.7pp | 57.2%+32.0pp |
| Annual return | 9.36% | 29.68%-20.3pp | 24.52%-15.2pp | 31.67%-22.3pp |
| Employer contribution / active EE | $866 | $2,191-60.5% | $2,954-70.7% | $2,019-57.1% |
| Participant deferral / active EE | $1,943 | $4,014-51.6% | $5,098-61.9% | $3,358-42.1% |
| Admin fee / account holder | $125 | $3,774-96.7% | $12,098-99.0% | $3,203-96.1% |