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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 | Consulting | $25,454 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,924 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,031 | $70,083+19.9% | $59,899+40.3% | $55,725+50.8% |
| Participation rate | 52.1% | 78.4%-26.3pp | 74.7%-22.6pp | 70.9%-18.8pp |
| Annual return | -6.04% | 3.13%-9.2pp | 3.46%-9.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,882 | $2,878-34.6% | $2,723-30.9% | $2,078-9.4% |
| Participant deferral / active EE | $3,187 | $3,079+3.5% | $3,402-6.3% | $3,356-5.0% |
| Admin fee / account holder | $200 | $70+184.7% | $3,592-94.4% | $115+73.8% |