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 INC8 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,460 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,790 | $88,360+410.2% | $145,433+210.0% | $67,986+563.1% |
| Participation rate | 96.2% | 65.5%+30.7pp | 82.1%+14.0pp | 57.2%+38.9pp |
| Annual return | 11.63% | 63.15%-51.5pp | 66.58%-55.0pp | 31.67%-20.0pp |
| Employer contribution / active EE | $11,616 | $3,054+280.4% | $4,554+155.1% | $2,019+475.4% |
| Participant deferral / active EE | $12,225 | $5,932+106.1% | $7,897+54.8% | $3,358+264.0% |
| Admin fee / account holder | $470 | $3,313-85.8% | $13,129-96.4% | $3,203-85.3% |