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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $50,096 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,915 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $697 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,235 | $74,024-10.5% | $78,002-15.1% | $57,658+14.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 4.35% | 12.14%-7.8pp | 425.99%-421.6pp | 5.13%-0.8pp |
| Employer contribution / active EE | $2,703 | $2,365+14.3% | $2,470+9.4% | $1,974+37.0% |
| Participant deferral / active EE | $4,081 | $3,533+15.5% | $3,497+16.7% | $3,061+33.3% |
| Admin fee / account holder | $201 | $93+116.2% | $5,481-96.3% | $95+113.1% |