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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $54,768 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $21,750 |
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 | $73,226 | $51,288+42.8% | $81,982-10.7% | $73,412-0.3% |
| Participation rate | 99.7% | 64.0%+35.7pp | 69.3%+30.4pp | 72.2%+27.5pp |
| Annual return | 11.84% | 29.48%-17.6pp | 41.31%-29.5pp | 59.30%-47.5pp |
| Employer contribution / active EE | $4,002 | $1,487+169.1% | $2,498+60.2% | $2,234+79.2% |
| Participant deferral / active EE | $3,242 | $2,715+19.4% | $3,722-12.9% | $3,806-14.8% |
| Admin fee / account holder | $89 | $125-28.8% | $5,665-98.4% | $158-43.5% |