Filed March 25, 2019 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,801 | $50,464+56.2% | $75,784+4.0% | $52,331+50.6% |
| Participation rate | 45.1% | 66.8%-21.7pp | 75.8%-30.7pp | 68.1%-23.0pp |
| Annual return | -0.57% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $969 | $1,988-51.3% | $3,323-70.8% | $1,882-48.5% |
| Participant deferral / active EE | $2,531 | $2,570-1.5% | $3,652-30.7% | $3,022-16.3% |
| Admin fee / account holder | $226 | $1,103-79.5% | $5,300-95.7% | $592-61.8% |