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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES Service code 53 | Insurance Commissions | $18,999 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,033 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $6,942 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $600 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $0 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $0 |
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 | $20,884 | $37,134-43.8% | $100,671-79.3% | $52,331-60.1% |
| Participation rate | 95.2% | 57.7%+37.6pp | 70.7%+24.5pp | 68.1%+27.1pp |
| Annual return | -2.21% | 0.10%-2.3pp | 20.43%-22.6pp | 4.54%-6.8pp |
| Employer contribution / active EE | $741 | $1,187-37.6% | $4,012-81.5% | $1,882-60.6% |
| Participant deferral / active EE | $1,430 | $2,163-33.9% | $3,144-54.5% | $3,022-52.7% |
| Admin fee / account holder | $90 | $467-80.7% | $4,850-98.1% | $592-84.8% |