Filed December 17, 2020 (most recent of 10 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,182 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,607 | $331,159-49.7% | $112,899+47.6% | $74,460+123.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 80.5%+19.5pp | 70.7%+29.3pp |
| Annual return | 11.92% | 21.62%-9.7pp | 34.11%-22.2pp | 34.38%-22.5pp |
| Employer contribution / active EE | $6,567 | $5,469+20.1% | $4,566+43.8% | $2,638+148.9% |
| Participant deferral / active EE | $7,712 | $8,097-4.8% | $6,516+18.3% | $4,530+70.2% |
| Admin fee / account holder | $203 | $281-27.8% | $7,047-97.1% | $348-41.6% |