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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 | $95,084-79.8% | $140,514-86.3% | $69,733-72.4% |
| Participation rate | 89.2% | 68.7%+20.5pp | 77.8%+11.4pp | 62.5%+26.8pp |
| Annual return | 9.36% | 18.56%-9.2pp | 14.36%-5.0pp | 15.22%-5.9pp |
| Employer contribution / active EE | $866 | $2,405-64.0% | $3,378-74.4% | $2,250-61.5% |
| Participant deferral / active EE | $1,943 | $3,868-49.8% | $4,919-60.5% | $3,054-36.4% |
| Admin fee / account holder | $125 | $4,885-97.4% | $13,697-99.1% | $3,102-96.0% |