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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 | $55,470+376.7% | $155,556+70.0% | $74,478+255.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 28.93% | 269.80%-240.9pp | 64.84%-35.9pp | 1370.56%-1341.6pp |
| Employer contribution / active EE | $6,233 | $2,267+175.0% | $4,675+33.3% | $2,626+137.3% |
| Participant deferral / active EE | $2,140 | $2,838-24.6% | $5,631-62.0% | $4,350-50.8% |
| Admin fee / account holder | $24 | $1,744-98.6% | $15,885-99.8% | $1,946-98.8% |