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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC9 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $78,533 |
BOKF, NA10+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $45,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $31,885 | $54,193-41.2% | $93,669-66.0% | $77,714-59.0% |
| Participation rate | 96.0% | 63.9%+32.1pp | 68.7%+27.3pp | 70.6%+25.4pp |
| Annual return | 11.18% | 30.54%-19.4pp | 133.59%-122.4pp | 31.26%-20.1pp |
| Employer contribution / active EE | $3,130 | $1,168+168.0% | $2,424+29.1% | $2,727+14.8% |
| Participant deferral / active EE | $1,381 | $3,144-56.1% | $4,416-68.7% | $4,649-70.3% |
| Admin fee / account holder | $100 | $576-82.7% | $8,291-98.8% | $433-77.0% |