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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $16,687 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $15,698 |
Annual investment return 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 that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,283 | $83,023-85.2% | $102,437-88.0% | $77,762-84.2% |
| Participation rate | 73.8% | 71.5%+2.3pp | 74.5%-0.7pp | 70.6%+3.2pp |
| Annual return | 8.91% | 19.12%-10.2pp | 24.95%-16.0pp | 31.27%-22.4pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $120 | $639-81.3% | $8,388-98.6% | $433-72.3% |