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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 10 · EIN 33-0905143 | Accounting | $25,223 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,838 | $132,326-60.1% | $60,919-13.3% | - |
| Participation rate | 97.2% | 75.5%+21.7pp | 73.1%+24.1pp | - |
| Annual return | -13.97% | -10.03%-3.9pp | 16.96%-30.9pp | - |
| Employer contribution / active EE | $2,021 | $2,503-19.3% | $2,704-25.2% | - |
| Participant deferral / active EE | $1,285 | $3,755-65.8% | $3,814-66.3% | - |
| Admin fee / account holder | $56 | $9,381-99.4% | $3,228-98.3% | - |