Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $56,143 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,992 | $50,956+2.0% | $96,575-46.2% | $86,813-40.1% |
| Participation rate | 56.2% | 65.2%-9.0pp | 69.8%-13.6pp | 72.3%-16.1pp |
| Annual return | 13.17% | 21.27%-8.1pp | 37.79%-24.6pp | 97.93%-84.8pp |
| Employer contribution / active EE | $1,670 | $1,111+50.3% | $2,357-29.1% | $2,406-30.6% |
| Participant deferral / active EE | $2,934 | $2,954-0.7% | $3,849-23.8% | $4,131-29.0% |
| Admin fee / account holder | $264 | $166+58.8% | $6,182-95.7% | $170+55.5% |