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 | $36,002-7.6% | $161,489-79.4% | $64,728-48.6% |
| Participation rate | 21.9% | 57.4%-35.5pp | 78.7%-56.8pp | 57.9%-36.0pp |
| Annual return | 9.78% | 33.93%-24.2pp | 89.72%-79.9pp | 49.38%-39.6pp |
| Employer contribution / active EE | $206 | $1,380-85.1% | $4,268-95.2% | $2,243-90.8% |
| Participant deferral / active EE | $747 | $1,815-58.8% | $5,630-86.7% | $2,729-72.6% |
| Admin fee / account holder | $91 | $931-90.3% | $16,006-99.4% | $1,145-92.1% |