Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $57,468 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,044 | $53,165-7.8% | $86,188-43.1% | $74,419-34.1% |
| Participation rate | 51.4% | 64.9%-13.5pp | 69.0%-17.6pp | 70.7%-19.3pp |
| Annual return | 17.71% | 22.64%-4.9pp | 1168.45%-1150.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,403 | $1,210+15.9% | $2,380-41.1% | $2,637-46.8% |
| Participant deferral / active EE | $2,711 | $3,234-16.2% | $3,985-32.0% | $4,528-40.1% |
| Admin fee / account holder | $256 | $551-53.6% | $6,852-96.3% | $348-26.5% |