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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $16,889 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,409 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,964 | $47,977+131.3% | $154,108-28.0% | $56,289+97.1% |
| Participation rate | 99.4% | 66.2%+33.3pp | 83.0%+16.4pp | 69.9%+29.6pp |
| Annual return | -6.25% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $6,674 | $2,169+207.7% | $5,298+26.0% | $2,111+216.1% |
| Participant deferral / active EE | $5,088 | $2,392+112.7% | $5,081+0.2% | $3,350+51.9% |
| Admin fee / account holder | $562 | $438+28.1% | $13,411-95.8% | $521+7.8% |