Filed June 7, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP ADVISOR SERVICES LLC Service code 99 · EIN 74-2794194 | Other Fees | $45,593 |
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 | $66,958 | $56,443+18.6% | $83,850-20.1% | $55,725+20.2% |
| Participation rate | 51.2% | 72.0%-20.9pp | 76.1%-25.0pp | 70.9%-19.7pp |
| Annual return | -4.17% | 393.67%-397.8pp | 850.92%-855.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,140 | $2,682-20.2% | $3,631-41.1% | $2,078+3.0% |
| Participant deferral / active EE | $4,708 | $2,965+58.8% | $4,082+15.3% | $3,356+40.3% |
| Admin fee / account holder | $284 | $156+81.8% | $5,478-94.8% | $115+146.5% |