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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $124,187 | $85,766+44.8% | $136,298-8.9% | $70,126+77.1% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 14.24% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,678 | $2,966-9.7% | $4,696-43.0% | $2,343+14.3% |
| Participant deferral / active EE | $6,982 | $5,051+38.2% | $6,247+11.8% | $3,332+109.6% |
| Admin fee / account holder | $139 | $5,421-97.4% | $9,244-98.5% | $4,645-97.0% |