Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $36,013 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $74,108 | $112,315-34.0% | $81,367-8.9% | $55,191+34.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 82.3%+17.7pp | 69.2%+30.8pp |
| Annual return | -0.49% | 0.62%-1.1pp | -0.92%+0.4pp | 10.78%-11.3pp |
| Employer contribution / active EE | $4,407 | $4,239+4.0% | $3,930+12.2% | $1,899+132.1% |
| Participant deferral / active EE | $4,320 | $6,435-32.9% | $5,383-19.8% | $3,046+41.8% |
| Admin fee / account holder | $100 | $83+20.0% | $8,926-98.9% | $91+10.1% |