Filed September 14, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $161,376 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,966 | $72,254-21.2% | $86,677-34.3% | $64,808-12.1% |
| Participation rate | 83.4% | 80.4%+3.0pp | 76.6%+6.8pp | 71.5%+12.0pp |
| Annual return | -16.31% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $342 | $2,393-85.7% | $2,836-87.9% | $2,506-86.4% |
| Participant deferral / active EE | $3,572 | $4,658-23.3% | $4,656-23.3% | $4,310-17.1% |
| Admin fee / account holder | $266 | $174+53.1% | $7,493-96.4% | $188+41.8% |