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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 16 | Consulting | $37,473 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,037 |
NFP RETIREMENT INC4 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.
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 | $101,122 | $84,948+19.0% | $70,494+43.4% | $73,412+37.7% |
| Participation rate | 68.6% | 79.9%-11.4pp | 75.1%-6.5pp | 72.2%-3.6pp |
| Annual return | 16.00% | 13.39%+2.6pp | 109.16%-93.2pp | 59.30%-43.3pp |
| Employer contribution / active EE | $2,237 | $2,834-21.1% | $2,738-18.3% | $2,234+0.2% |
| Participant deferral / active EE | $3,753 | $3,387+10.8% | $3,711+1.1% | $3,806-1.4% |
| Admin fee / account holder | $76 | $98-22.7% | $3,848-98.0% | $158-52.0% |