Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,502 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $26,646 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,208 | $65,428+120.4% | $169,390-14.9% | $71,511+101.7% |
| Participation rate | 50.8% | 66.9%-16.1pp | 77.2%-26.4pp | 67.9%-17.1pp |
| Annual return | 13.77% | 21.35%-7.6pp | 406.07%-392.3pp | 28.86%-15.1pp |
| Employer contribution / active EE | $1,838 | $2,064-11.0% | $4,013-54.2% | $2,589-29.0% |
| Participant deferral / active EE | $4,985 | $4,360+14.4% | $6,222-19.9% | $4,291+16.2% |
| Admin fee / account holder | $572 | $1,328-56.9% | $9,015-93.7% | $1,588-64.0% |