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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $76,032 |
BOKF, NA8+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $75,606 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,757 | $42,367-43.9% | $79,583-70.1% | $64,824-63.4% |
| Participation rate | 85.9% | 64.7%+21.2pp | 69.5%+16.4pp | 71.5%+14.4pp |
| Annual return | -15.39% | -12.24%-3.2pp | 0.16%-15.6pp | 32.84%-48.2pp |
| Employer contribution / active EE | $3,121 | $1,181+164.4% | $2,414+29.3% | $2,507+24.5% |
| Participant deferral / active EE | $1,267 | $3,168-60.0% | $3,986-68.2% | $4,311-70.6% |
| Admin fee / account holder | $94 | $160-41.3% | $6,835-98.6% | $188-50.1% |