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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIRMENT INC Service code 99 | Other Fees | $15,445 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,646 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0901544 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,451 | $73,638-70.9% | $95,964-77.6% | $73,497-70.8% |
| Participation rate | 57.4% | 76.2%-18.8pp | 77.1%-19.7pp | 70.7%-13.3pp |
| Annual return | 20.43% | 16.78%+3.6pp | 91.64%-71.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,200 | $1,863-35.6% | $2,541-52.8% | $2,270-47.1% |
| Participant deferral / active EE | $1,920 | $3,617-46.9% | $4,167-53.9% | $3,740-48.7% |
| Admin fee / account holder | $118 | $482-75.6% | $6,797-98.3% | $513-77.0% |