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 | $89,135 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,221 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,250 | $98,727-32.9% | $113,168-41.5% | $85,563-22.6% |
| Participation rate | 89.2% | 80.8%+8.4pp | 76.6%+12.6pp | 66.0%+23.2pp |
| Annual return | 13.81% | 17.43%-3.6pp | 24.27%-10.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $347 | $2,907-88.1% | $2,975-88.3% | $2,654-86.9% |
| Participant deferral / active EE | $3,672 | $5,424-32.3% | $5,107-28.1% | $4,375-16.1% |
| Admin fee / account holder | $215 | $357-39.6% | $12,068-98.2% | $834-74.2% |