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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $96,383 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
WILLIAMS KEEPERS LLC3 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 43-0655867 | Accounting | $25,025 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,271 | $105,179-41.7% | $64,056-4.3% | $80,160-23.6% |
| Participation rate | 63.9% | 73.5%-9.6pp | 72.3%-8.4pp | 72.9%-9.0pp |
| Annual return | 10.81% | 20.34%-9.5pp | 33.69%-22.9pp | 40.38%-29.6pp |
| Employer contribution / active EE | $976 | $3,311-70.5% | $2,747-64.4% | $2,978-67.2% |
| Participant deferral / active EE | $1,642 | $4,020-59.1% | $3,880-57.7% | $5,017-67.3% |
| Admin fee / account holder | $152 | $113+34.6% | $3,068-95.0% | $145+5.2% |