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.
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 | $46,464-28.4% | $150,298-77.9% | $79,634-58.2% |
| Participation rate | 21.9% | 57.0%-35.1pp | 77.8%-55.9pp | 62.5%-40.6pp |
| Annual return | 9.78% | 27.89%-18.1pp | 62.79%-53.0pp | 36.46%-26.7pp |
| Employer contribution / active EE | $206 | $1,512-86.4% | $4,154-95.0% | $2,529-91.9% |
| Participant deferral / active EE | $747 | $2,157-65.3% | $5,453-86.3% | $3,835-80.5% |
| Admin fee / account holder | $91 | $891-89.8% | $14,116-99.4% | $1,002-91.0% |