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 INC4 years Filed as: NFP RETIREMENT INC. Service code 16 | Consulting | $17,121 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,580 |
NFP RETIREMENT INC4 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,260 | $56,485-51.7% | $185,823-85.3% | $86,799-68.6% |
| Participation rate | 23.9% | 65.5%-41.6pp | 81.7%-57.8pp | 72.3%-48.4pp |
| Annual return | 22.80% | 118.04%-95.2pp | 122.05%-99.2pp | 97.91%-75.1pp |
| Employer contribution / active EE | $174 | $1,843-90.6% | $5,167-96.6% | $2,405-92.8% |
| Participant deferral / active EE | $617 | $2,553-75.8% | $5,568-88.9% | $4,131-85.1% |
| Admin fee / account holder | $12 | $150-92.1% | $16,237-99.9% | $170-93.0% |