Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Service code 99 · EIN 33-0905143 | Other Fees | $22,233 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,025 | $56,638+4.2% | $169,385-65.2% | $74,440-20.7% |
| Participation rate | 29.6% | 67.5%-37.9pp | 77.2%-47.6pp | 70.7%-41.1pp |
| Annual return | 0.00% | 24.75%-24.8pp | 405.82%-405.8pp | 34.37%-34.4pp |
| Employer contribution / active EE | $1,543 | $2,027-23.9% | $4,012-61.5% | $2,638-41.5% |
| Participant deferral / active EE | $824 | $4,223-80.5% | $6,221-86.7% | $4,529-81.8% |
| Admin fee / account holder | $143 | $307-53.3% | $9,011-98.4% | $348-58.8% |