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 INC8 years Filed as: NFP RETIREMENT INC. Service code 16 | Consulting | $23,090 |
THE RYDING COMPANY1 year Service code 15 · EIN 95-3497679 2659 TOWNSGATE RD STE 101 · WESTLAKE VILLAGE, CA 91361 | Recordkeeping | $5,375 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $4,505 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,266 | $38,165-12.8% | $189,758-82.5% | $69,255-52.0% |
| Participation rate | 21.9% | 66.7%-44.8pp | 79.8%-57.9pp | 69.0%-47.1pp |
| Annual return | 9.78% | 14.65%-4.9pp | 52.62%-42.8pp | 26.73%-17.0pp |
| Employer contribution / active EE | $206 | $1,589-87.1% | $4,767-95.7% | $2,645-92.2% |
| Participant deferral / active EE | $747 | $2,073-63.9% | $5,856-87.2% | $2,890-74.1% |
| Admin fee / account holder | $91 | $714-87.3% | $20,388-99.6% | $733-87.6% |