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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,029 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $9,465 |
Participant contribution per participant 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 | $18,349 | $79,181-76.8% | $102,423-82.1% | $74,429-75.3% |
| Participation rate | 84.7% | 74.8%+9.9pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | 17.40% | 54.97%-37.6pp | 29.42%-12.0pp | 1368.38%-1351.0pp |
| Employer contribution / active EE | $925 | $2,362-60.8% | $3,023-69.4% | $2,625-64.8% |
| Participant deferral / active EE | $1,887 | $4,416-57.3% | $5,054-62.7% | $4,348-56.6% |
| Admin fee / account holder | $128 | $2,002-93.6% | $9,455-98.7% | $1,944-93.4% |