Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,413 | $101,591+60.9% | $147,096+11.1% | $74,429+119.6% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 17.10% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $6,541 | $3,813+71.6% | $4,936+32.5% | $2,625+149.2% |
| Participant deferral / active EE | $17,780 | $7,302+143.5% | $8,071+120.3% | $4,348+308.9% |
| Admin fee / account holder | $312 | $1,750-82.1% | $13,005-97.6% | $1,944-83.9% |