Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $21,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,556 |
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 | $51,489 | $70,002-26.4% | $115,037-55.2% | $52,331-1.6% |
| Participation rate | 93.0% | 72.1%+20.9pp | 81.4%+11.6pp | 68.1%+24.9pp |
| Annual return | -0.37% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,903 | $2,715-29.9% | $4,608-58.7% | $1,882+1.1% |
| Participant deferral / active EE | $6,677 | $4,920+35.7% | $6,026+10.8% | $3,022+120.9% |
| Admin fee / account holder | $120 | $566-78.8% | $8,175-98.5% | $592-79.7% |