Filed August 10, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,749 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $12,958 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,523 | $53,053-19.8% | $126,539-66.4% | $74,304-42.8% |
| Participation rate | 83.4% | 48.0%+35.4pp | 69.8%+13.6pp | 60.3%+23.1pp |
| Annual return | 11.10% | 29.46%-18.4pp | 425.95%-414.8pp | 29.43%-18.3pp |
| Employer contribution / active EE | $2,249 | $1,168+92.6% | $3,674-38.8% | $2,241+0.3% |
| Participant deferral / active EE | $3,060 | $2,303+32.9% | $4,083-25.0% | $3,767-18.8% |
| Admin fee / account holder | $168 | $3,698-95.5% | $6,065-97.2% | $2,969-94.4% |