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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $54,928 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,026 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,544 | $61,473+40.8% | $81,926+5.6% | $73,412+17.9% |
| Participation rate | 96.1% | 72.4%+23.8pp | 72.0%+24.2pp | 72.2%+24.0pp |
| Annual return | 14.45% | 28.26%-13.8pp | 29.49%-15.0pp | 59.30%-44.8pp |
| Employer contribution / active EE | $1,382 | $1,898-27.2% | $4,310-67.9% | $2,234-38.1% |
| Participant deferral / active EE | $5,760 | $3,080+87.0% | $7,108-19.0% | $3,806+51.3% |
| Admin fee / account holder | $271 | $125+116.1% | $5,159-94.7% | $158+71.8% |