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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,227 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,734 | $129,095+24.5% | $184,200-12.7% | $77,671+106.9% |
| Participation rate | 88.0% | 87.3%+0.7pp | 86.8%+1.2pp | 70.6%+17.4pp |
| Annual return | 18.06% | 33.29%-15.2pp | 28.80%-10.7pp | 31.21%-13.1pp |
| Employer contribution / active EE | $7,522 | $4,410+70.6% | $6,424+17.1% | $2,726+175.9% |
| Participant deferral / active EE | $16,104 | $7,300+120.6% | $9,132+76.3% | $4,648+246.5% |
| Admin fee / account holder | $267 | $256+4.6% | $13,907-98.1% | $430-37.9% |