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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $109,044 | $77,817+40.1% | $123,553-11.7% | $64,173+69.9% |
| Participation rate | 93.4% | 74.7%+18.7pp | 82.3%+11.1pp | 69.6%+23.9pp |
| Annual return | -3.98% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,935 | $3,014-2.6% | $4,628-36.6% | $2,381+23.3% |
| Participant deferral / active EE | $7,936 | $5,240+51.5% | $6,426+23.5% | $3,470+128.7% |
| Admin fee / account holder | $398 | $5,519-92.8% | $9,284-95.7% | $4,887-91.9% |