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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) | $18,677 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,502 | $47,479+59.0% | $62,929+20.0% | $82,448-8.4% |
| Participation rate | 96.6% | 66.9%+29.7pp | 73.1%+23.4pp | 68.1%+28.5pp |
| Annual return | 11.99% | 20.34%-8.4pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $6,351 | $1,885+236.8% | $2,505+153.6% | $2,551+149.0% |
| Participant deferral / active EE | $8,961 | $2,870+212.2% | $3,888+130.5% | $4,139+116.5% |
| Admin fee / account holder | $97 | $3,804-97.5% | $5,065-98.1% | $7,234-98.7% |