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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 99 | Other Fees | $41,835 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $6,835 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,297 | $29,516+6.0% | $77,482-59.6% | $90,288-65.3% |
| Participation rate | 8.8% | 33.7%-24.8pp | 54.2%-45.4pp | 73.4%-64.5pp |
| Annual return | 13.56% | 231.18%-217.6pp | 54.79%-41.2pp | 53.97%-40.4pp |
| Employer contribution / active EE | $30 | $381-92.1% | $986-97.0% | $2,524-98.8% |
| Participant deferral / active EE | $280 | $944-70.3% | $1,861-85.0% | $4,232-93.4% |
| Admin fee / account holder | $31 | $106-70.8% | $2,858-98.9% | $114-72.8% |