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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $95,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,193 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,849 | $95,388-49.8% | $125,363-61.8% | $77,906-38.6% |
| Participation rate | 95.7% | 78.6%+17.1pp | 82.4%+13.4pp | 73.7%+22.1pp |
| Annual return | -17.93% | 116.19%-134.1pp | 572.15%-590.1pp | 12.16%-30.1pp |
| Employer contribution / active EE | $1,765 | $3,666-51.8% | $4,815-63.3% | $2,846-38.0% |
| Participant deferral / active EE | $3,490 | $7,711-54.7% | $7,447-53.1% | $4,805-27.4% |
| Admin fee / account holder | $60 | $119-49.3% | $10,005-99.4% | $133-54.5% |