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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294703 | Recordkeeping Fees | $32,259 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $17,446 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,214 | $100,801-80.9% | $149,745-87.2% | $73,412-73.8% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.5%+9.4pp | 72.2%+19.7pp |
| Annual return | 28.52% | 265.34%-236.8pp | 276.72%-248.2pp | 59.30%-30.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,527 | $6,404+48.8% | $6,843+39.2% | $3,806+150.3% |
| Admin fee / account holder | $73 | $181-59.4% | $9,312-99.2% | $158-53.5% |