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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,113 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,565 | $91,424+47.2% | $135,942-1.0% | $71,495+88.2% |
| Participation rate | 94.6% | 75.7%+19.0pp | 81.9%+12.7pp | 67.9%+26.7pp |
| Annual return | 20.39% | 29.90%-9.5pp | 68.28%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $5,397 | $3,704+45.7% | $4,858+11.1% | $2,589+108.4% |
| Participant deferral / active EE | $14,494 | $7,092+104.4% | $7,759+86.8% | $4,291+237.8% |
| Admin fee / account holder | $281 | $1,266-77.8% | $10,764-97.4% | $1,588-82.3% |