Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $56,522 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $39,976 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,598 | $78,636-28.0% | $105,607-46.4% | $74,459-24.0% |
| Participation rate | 93.5% | 72.8%+20.7pp | 75.3%+18.2pp | 67.2%+26.3pp |
| Annual return | 15.50% | 15.96%-0.5pp | 116.11%-100.6pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $3,434 | $2,523+36.1% | $3,167+8.4% | $2,626+30.8% |
| Participant deferral / active EE | $6,392 | $4,322+47.9% | $5,011+27.5% | $4,350+46.9% |
| Admin fee / account holder | $195 | $2,220-91.2% | $10,958-98.2% | $1,945-90.0% |