Filed September 14, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,187 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $54,197 | $99,078-45.3% | $96,544-43.9% | $74,419-27.2% |
| Participation rate | 86.8% | 80.7%+6.1pp | 76.0%+10.8pp | 70.7%+16.0pp |
| Annual return | 14.09% | 22.48%-8.4pp | 25.84%-11.8pp | 34.38%-20.3pp |
| Employer contribution / active EE | $333 | $2,570-87.0% | $2,965-88.8% | $2,637-87.4% |
| Participant deferral / active EE | $3,416 | $4,933-30.8% | $4,851-29.6% | $4,528-24.6% |
| Admin fee / account holder | $190 | $225-15.5% | $8,252-97.7% | $348-45.4% |