Filed March 25, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $24,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $90,300 | $52,884+70.8% | $84,753+6.5% | $55,167+63.7% |
| Participation rate | 43.8% | 67.5%-23.7pp | 76.6%-32.8pp | 69.0%-25.2pp |
| Annual return | 6.80% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $910 | $2,233-59.3% | $3,574-74.5% | $1,963-53.6% |
| Participant deferral / active EE | $2,447 | $2,644-7.5% | $3,712-34.1% | $3,054-19.9% |
| Admin fee / account holder | $227 | $581-60.9% | $5,333-95.7% | $504-54.9% |