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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $92,942 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $18,788 | $50,150-62.5% | $149,723-87.5% | $80,169-76.6% |
| Participation rate | 29.9% | 64.3%-34.4pp | 78.8%-48.9pp | 72.9%-43.1pp |
| Annual return | 24.92% | 29.80%-4.9pp | 134.50%-109.6pp | 40.39%-15.5pp |
| Employer contribution / active EE | $203 | $1,868-89.1% | $4,821-95.8% | $2,978-93.2% |
| Participant deferral / active EE | $941 | $3,195-70.6% | $5,682-83.4% | $5,016-81.2% |
| Admin fee / account holder | $79 | $153-48.4% | $13,215-99.4% | $145-45.7% |