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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $27,744 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,004 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,710 | $46,297+95.9% | $71,671+26.6% | $62,293+45.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 17.81% | 22.32%-4.5pp | 20.65%-2.8pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,809 | $1,412+99.0% | $2,460+14.2% | $2,042+37.6% |
| Participant deferral / active EE | $6,882 | $2,235+207.9% | $3,438+100.2% | $3,169+117.2% |
| Admin fee / account holder | $123 | $461-73.2% | $5,558-97.8% | $479-74.3% |