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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $29,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,011 | $57,108+17.3% | $94,224-28.9% | $52,331+28.1% |
| Participation rate | 45.7% | 72.9%-27.2pp | 78.8%-33.1pp | 68.1%-22.4pp |
| Annual return | -0.09% | 1.47%-1.6pp | 10.68%-10.8pp | 4.54%-4.6pp |
| Employer contribution / active EE | $453 | $1,735-73.9% | $3,587-87.4% | $1,882-75.9% |
| Participant deferral / active EE | $1,685 | $3,040-44.6% | $4,320-61.0% | $3,022-44.2% |
| Admin fee / account holder | $251 | $546-54.2% | $6,269-96.0% | $592-57.7% |