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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 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 | $156,682 | $89,370+75.3% | $141,197+11.0% | $72,976+114.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.50% | 111.88%-90.4pp | 71.41%-49.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $5,588 | $3,115+79.4% | $4,736+18.0% | $2,440+129.0% |
| Participant deferral / active EE | $8,814 | $5,419+62.7% | $6,710+31.4% | $3,608+144.3% |
| Admin fee / account holder | $436 | $5,957-92.7% | $10,265-95.8% | $5,124-91.5% |