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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $42,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,033 | $69,774+126.5% | $67,561+133.9% | $74,429+112.3% |
| Participation rate | 94.9% | 71.4%+23.5pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 11.66% | -40.53%+52.2pp | 3525.44%-3513.8pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $5,437 | $2,710+100.6% | $2,735+98.8% | $2,625+107.1% |
| Participant deferral / active EE | $8,517 | $3,636+134.2% | $4,003+112.8% | $4,348+95.9% |
| Admin fee / account holder | $249 | $890-72.0% | $4,006-93.8% | $1,944-87.2% |