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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 | $48,011+57.3% | $63,803+18.3% | $82,637-8.6% |
| Participation rate | 96.6% | 66.6%+30.0pp | 72.7%+23.8pp | 68.1%+28.5pp |
| Annual return | 11.99% | 19.84%-7.9pp | 543.72%-531.7pp | 53.51%-41.5pp |
| Employer contribution / active EE | $6,351 | $1,904+233.6% | $2,532+150.8% | $2,552+148.8% |
| Participant deferral / active EE | $8,961 | $2,846+214.8% | $3,843+133.2% | $4,126+117.2% |
| Admin fee / account holder | $97 | $3,873-97.5% | $5,196-98.1% | $7,339-98.7% |