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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 51 801 NORTH ORANGE AVENUE · ORLANDO, FL 32801 | Investment Mgmt Fees | $46,852 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | 6.72% | 11.88%-5.2pp | 2.04%+4.7pp | 11.88%-5.2pp |
| Employer contribution / active EE | $2,989 | $14,612-79.5% | $57,418-94.8% | $14,612-79.5% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |