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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $50,697 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,337 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $4,537 |
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 | $69,392 | $62,324+11.3% | $68,509+1.3% | $55,191+25.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | 1.73% | 4.26%-2.5pp | 8.27%-6.5pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,792 | $2,223+25.6% | $2,278+22.6% | $1,899+47.1% |
| Participant deferral / active EE | $4,162 | $3,425+21.5% | $3,382+23.0% | $3,046+36.6% |
| Admin fee / account holder | $165 | $91+80.5% | $5,275-96.9% | $91+81.7% |