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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27,367 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $11,093 |
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 | $20,179 | $84,936-76.2% | $111,308-81.9% | $79,391-74.6% |
| Participation rate | 58.0% | 75.9%-17.8pp | 77.3%-19.3pp | 70.7%-12.7pp |
| Annual return | 14.47% | 17.45%-3.0pp | 54.67%-40.2pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,498 | $1,979-24.3% | $2,732-45.1% | $2,428-38.3% |
| Participant deferral / active EE | $2,514 | $3,888-35.3% | $4,487-44.0% | $4,046-37.9% |
| Admin fee / account holder | $225 | $537-58.1% | $7,965-97.2% | $627-64.1% |