Filed June 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,298 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,829 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,918 | $98,982-35.4% | $162,163-60.6% | $65,185-1.9% |
| Participation rate | 80.5% | 85.8%-5.2pp | 87.6%-7.0pp | 70.2%+10.3pp |
| Annual return | 32.03% | 24.84%+7.2pp | 115.59%-83.6pp | 29.38%+2.6pp |
| Employer contribution / active EE | $928 | $3,467-73.2% | $5,614-83.5% | $2,177-57.3% |
| Participant deferral / active EE | $2,813 | $5,384-47.8% | $7,298-61.5% | $3,514-19.9% |
| Admin fee / account holder | $17 | $596-97.1% | $10,843-99.8% | $847-97.9% |