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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,555 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD, PC Service code 10 · EIN 58-1250486 | Accounting | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,644 | $89,465-8.7% | $165,100-50.5% | $77,762+5.0% |
| Participation rate | 93.7% | 78.6%+15.0pp | 78.6%+15.0pp | 70.6%+23.1pp |
| Annual return | 14.55% | 28.86%-14.3pp | 70.21%-55.7pp | 31.27%-16.7pp |
| Employer contribution / active EE | $3,279 | $2,565+27.9% | $4,348-24.6% | $2,728+20.2% |
| Participant deferral / active EE | $7,785 | $4,904+58.7% | $6,035+29.0% | $4,651+67.4% |
| Admin fee / account holder | $167 | $340-50.9% | $12,696-98.7% | $433-61.5% |