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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $47,777 |
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 | $58,792 | $41,467+41.8% | $67,313-12.7% | $55,725+5.5% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.4pp | 70.9%+27.6pp |
| Annual return | -5.19% | 0.82%-6.0pp | -4.08%-1.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,400 | $1,316+158.3% | $2,566+32.5% | $2,078+63.6% |
| Participant deferral / active EE | $3,013 | $2,399+25.6% | $3,568-15.6% | $3,356-10.2% |
| Admin fee / account holder | $116 | $102+13.7% | $4,507-97.4% | $115+0.8% |