Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,375 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $23,072 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,842 | $84,936+329.5% | $111,303+227.8% | $79,393+359.5% |
| Participation rate | 88.3% | 75.9%+12.4pp | 77.3%+10.9pp | 70.7%+17.6pp |
| Annual return | 17.25% | 17.45%-0.2pp | 54.66%-37.4pp | 116.87%-99.6pp |
| Employer contribution / active EE | $19,716 | $1,979+896.2% | $2,731+621.8% | $2,428+712.1% |
| Participant deferral / active EE | $4,425 | $3,888+13.8% | $4,487-1.4% | $4,046+9.4% |
| Admin fee / account holder | $239 | $537-55.4% | $7,966-97.0% | $627-61.8% |