Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $64,212 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,732 | $101,878+289.4% | $112,504+252.6% | $71,535+454.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.6%+19.4pp | 67.9%+32.1pp |
| Annual return | 15.11% | 28.92%-13.8pp | 34.13%-19.0pp | 28.97%-13.9pp |
| Employer contribution / active EE | $16,413 | $4,743+246.0% | $4,571+259.0% | $2,590+533.7% |
| Participant deferral / active EE | $12,998 | $6,771+92.0% | $6,522+99.3% | $4,292+202.9% |
| Admin fee / account holder | $359 | $1,393-74.2% | $7,048-94.9% | $1,589-77.4% |