Filed August 4, 2021 (most recent of 3 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 16 · EIN 33-0905143 | Consulting | $14,252 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $4,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $11,064 | $38,165-71.0% | $189,758-94.2% | $69,255-84.0% |
| Participation rate | 44.7% | 66.7%-21.9pp | 79.8%-35.1pp | 69.0%-24.3pp |
| Annual return | 8.62% | 14.65%-6.0pp | 52.62%-44.0pp | 26.73%-18.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $0 | $2,073-100.0% | $5,856-100.0% | $2,890-100.0% |
| Admin fee / account holder | $36 | $714-94.9% | $20,388-99.8% | $733-95.1% |