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 |
|---|---|---|
BOKF, NA5+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $80,278 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $57,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $204,690 | $40,113+410.3% | $84,023+143.6% | $77,775+163.2% |
| Participation rate | 0.0% | 62.8%-62.8pp | 69.0%-69.0pp | 73.2%-73.2pp |
| Annual return | 19.52% | 23.27%-3.7pp | 71.32%-51.8pp | 32.58%-13.1pp |
| Employer contribution / active EE | $1,797 | $847+112.2% | $1,984-9.4% | $2,504-28.2% |
| Participant deferral / active EE | $667 | $2,030-67.2% | $3,239-79.4% | $3,966-83.2% |
| Admin fee / account holder | $820 | $92+795.4% | $6,102-86.6% | $100+719.6% |