Filed June 7, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 99 · EIN 74-2794194 | Other Fees | $24,215 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $12,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,350 | $57,921+42.2% | $84,753-2.8% | $57,658+42.8% |
| Participation rate | 45.0% | 72.9%-28.0pp | 76.6%-31.6pp | 70.2%-25.3pp |
| Annual return | 10.78% | 10.24%+0.5pp | 22.78%-12.0pp | 5.13%+5.7pp |
| Employer contribution / active EE | $1,814 | $2,598-30.2% | $3,574-49.3% | $1,974-8.1% |
| Participant deferral / active EE | $4,131 | $2,742+50.7% | $3,712+11.3% | $3,061+35.0% |
| Admin fee / account holder | $74 | $130-42.8% | $5,333-98.6% | $95-21.5% |