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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,289 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $26,057 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,292 | $80,763-43.9% | $102,412-55.8% | $74,459-39.2% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 20.54% | 27.57%-7.0pp | 24.94%-4.4pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $3,172 | $3,160+0.4% | $3,870-18.0% | $2,626+20.8% |
| Participant deferral / active EE | $7,743 | $3,862+100.5% | $5,060+53.0% | $4,350+78.0% |
| Admin fee / account holder | $187 | $2,371-92.1% | $8,388-97.8% | $1,945-90.4% |