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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $71,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,197 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,480 | $127,481-56.5% | $149,730-62.9% | $90,274-38.5% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.5%+14.4pp | 73.4%+23.6pp |
| Annual return | 20.19% | 57.78%-37.6pp | 276.70%-256.5pp | 53.97%-33.8pp |
| Employer contribution / active EE | $1,726 | $3,448-49.9% | $4,645-62.8% | $2,523-31.6% |
| Participant deferral / active EE | $3,328 | $6,975-52.3% | $6,843-51.4% | $4,231-21.3% |
| Admin fee / account holder | $58 | $152-61.7% | $9,310-99.4% | $114-49.0% |