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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 | $81,334-76.4% | $113,397-83.1% | $64,097-70.0% |
| Participation rate | 89.2% | 65.6%+23.6pp | 76.5%+12.7pp | 55.2%+34.0pp |
| Annual return | 9.36% | 32.50%-23.1pp | 23.20%-13.8pp | 34.64%-25.3pp |
| Employer contribution / active EE | $866 | $2,077-58.3% | $2,977-70.9% | $1,891-54.2% |
| Participant deferral / active EE | $1,943 | $3,795-48.8% | $5,076-61.7% | $3,080-36.9% |
| Admin fee / account holder | $125 | $4,208-97.0% | $11,957-99.0% | $3,454-96.4% |