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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,438 | $27,330+40.6% | $67,704-43.2% | $55,191-30.4% |
| Participation rate | 65.5% | 47.5%+18.0pp | 67.5%-2.0pp | 69.2%-3.6pp |
| Annual return | 3.30% | 8.81%-5.5pp | 25.41%-22.1pp | 10.78%-7.5pp |
| Employer contribution / active EE | $1,003 | $855+17.3% | $2,559-60.8% | $1,899-47.2% |
| Participant deferral / active EE | $4,414 | $1,709+158.3% | $3,585+23.1% | $3,046+44.9% |
| Admin fee / account holder | $159 | $109+45.4% | $4,255-96.3% | $91+75.0% |