Filed June 2, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $143,762 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,726 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,671 | $89,435+1.4% | $164,975-45.0% | $77,714+16.7% |
| Participation rate | 95.0% | 78.6%+16.4pp | 78.6%+16.4pp | 70.6%+24.5pp |
| Annual return | 15.26% | 28.82%-13.6pp | 70.12%-54.9pp | 31.26%-16.0pp |
| Employer contribution / active EE | $189 | $2,563-92.6% | $4,343-95.6% | $2,727-93.1% |
| Participant deferral / active EE | $6,162 | $4,901+25.7% | $6,033+2.1% | $4,649+32.5% |
| Admin fee / account holder | $210 | $340-38.1% | $12,688-98.3% | $433-51.5% |