Filed May 10, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $65,836 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,908-100.0% | $81,812-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 65.8%-65.8pp | 72.3%-72.3pp | 70.6%-70.6pp |
| Annual return | 12.97% | 26.64%-13.7pp | 773.79%-760.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $4,087 | $2,370+72.4% | $2,912+40.3% | $2,726+49.9% |
| Participant deferral / active EE | $9,480 | $3,505+170.4% | $4,319+119.5% | $4,647+104.0% |
| Admin fee / account holder | $0 | $526-100.0% | $7,386-100.0% | $430-100.0% |