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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 | Consulting | $27,580 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,623 |
Filed as: NPF RETIREMENT INC Service code 16 · EIN 33-0905143 | Consulting | $0 |
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 | $264,403 | $55,446+376.9% | $155,574+70.0% | $74,429+255.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 28.93% | 269.20%-240.3pp | 64.87%-35.9pp | 1368.38%-1339.4pp |
| Employer contribution / active EE | $6,233 | $2,266+175.1% | $4,676+33.3% | $2,625+137.5% |
| Participant deferral / active EE | $2,140 | $2,836-24.6% | $5,629-62.0% | $4,348-50.8% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,914-99.9% | $1,944-98.8% |