Filed May 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $17,624 |
JASON DAVID CARMACK3+ years Service code 15 · EIN 46-5191850 | Recordkeeping | $5,294 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $920 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,151 | $58,726+79.1% | $92,240+14.0% | $62,293+68.8% |
| Participation rate | 81.2% | 68.3%+12.8pp | 76.5%+4.7pp | 69.5%+11.7pp |
| Annual return | 16.63% | 43.62%-27.0pp | 176.29%-159.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $2 | $2,392-99.9% | $3,680-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $7,313 | $2,766+164.4% | $3,897+87.7% | $3,169+130.8% |
| Admin fee / account holder | $243 | $556-56.3% | $5,194-95.3% | $479-49.2% |