Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $113,243 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,359 | $106,264-39.4% | $147,117-56.3% | $77,762-17.2% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 39.22% | 56.94%-17.7pp | 420.54%-381.3pp | 31.27%+7.9pp |
| Employer contribution / active EE | $4,807 | $4,074+18.0% | $4,932-2.6% | $2,728+76.2% |
| Participant deferral / active EE | $12,422 | $8,003+55.2% | $8,065+54.0% | $4,651+167.1% |
| Admin fee / account holder | $144 | $334-57.0% | $12,993-98.9% | $433-66.8% |