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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $70,421 |
HICKS PENSION SERVICES7+ years Service code 49 · EIN 94-2158860 | Other Services | $13,482 |
Service code 99 · EIN 95-3137599 | Other Fees | $10,250 |
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 | $80,795 | $58,347+38.5% | $85,705-5.7% | $86,821-6.9% |
| Participation rate | 99.3% | 64.9%+34.4pp | 69.9%+29.5pp | 72.3%+27.0pp |
| Annual return | 11.22% | 18.43%-7.2pp | 21.49%-10.3pp | 97.94%-86.7pp |
| Employer contribution / active EE | $4,307 | $1,751+146.0% | $2,619+64.4% | $2,406+79.0% |
| Participant deferral / active EE | $3,970 | $3,065+29.5% | $3,924+1.2% | $4,132-3.9% |
| Admin fee / account holder | $162 | $147+10.1% | $6,877-97.6% | $170-4.3% |