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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $14,293 |
Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $610 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $74,130 | $63,314+17.1% | $91,004-18.5% | $62,293+19.0% |
| Participation rate | 52.5% | 73.3%-20.8pp | 75.6%-23.1pp | 69.5%-17.0pp |
| Annual return | 17.59% | 21.00%-3.4pp | 4.60%+13.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,428 | $2,944-17.5% | $3,548-31.6% | $3,169-23.4% |
| Admin fee / account holder | $244 | $468-47.9% | $5,417-95.5% | $479-49.1% |