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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,155 | $76,112+29.0% | $96,544+1.7% | $71,529+37.2% |
| Participation rate | 95.3% | 74.4%+20.9pp | 76.0%+19.3pp | 67.9%+27.4pp |
| Annual return | 24.25% | 22.80%+1.4pp | 25.88%-1.6pp | 28.97%-4.7pp |
| Employer contribution / active EE | $2,617 | $2,248+16.4% | $2,966-11.8% | $2,590+1.0% |
| Participant deferral / active EE | $10,486 | $4,217+148.7% | $4,851+116.1% | $4,291+144.3% |
| Admin fee / account holder | $361 | $2,708-86.7% | $8,254-95.6% | $1,588-77.3% |