Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $30,324 |
NFP RETIREMENT INC7 years Service code 16 · EIN 33-0905143 | Consulting | $21,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,167 | $122,063-71.2% | $184,256-80.9% | $74,478-52.8% |
| Participation rate | 83.9% | 85.5%-1.6pp | 86.8%-2.9pp | 67.2%+16.7pp |
| Annual return | 15.81% | 19.92%-4.1pp | 28.85%-13.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,362 | $4,539-70.0% | $6,427-78.8% | $2,626-48.2% |
| Participant deferral / active EE | $6,890 | $7,144-3.6% | $9,133-24.6% | $4,350+58.4% |
| Admin fee / account holder | $66 | $1,253-94.7% | $13,899-99.5% | $1,946-96.6% |