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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,292 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,559 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,633 | $64,138-47.6% | $112,258-70.0% | $66,930-49.7% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.1%+22.3pp | 69.8%+27.6pp |
| Annual return | -8.05% | -13.81%+5.8pp | 27.47%-35.5pp | 1.57%-9.6pp |
| Employer contribution / active EE | $4,017 | $3,006+33.6% | $3,636+10.5% | $2,545+57.8% |
| Participant deferral / active EE | $8,860 | $3,694+139.9% | $4,728+87.4% | $4,238+109.1% |
| Admin fee / account holder | $168 | $625-73.1% | $6,411-97.4% | $593-71.6% |