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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 16 | Consulting | $46,808 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $29,705 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,935 | $94,833+26.5% | $75,717+58.4% | $86,813+38.2% |
| Participation rate | 71.6% | 79.1%-7.5pp | 74.8%-3.2pp | 72.3%-0.7pp |
| Annual return | 13.85% | 16.91%-3.1pp | 104.58%-90.7pp | 97.93%-84.1pp |
| Employer contribution / active EE | $2,884 | $2,904-0.7% | $2,743+5.1% | $2,406+19.9% |
| Participant deferral / active EE | $4,943 | $3,632+36.1% | $3,821+29.4% | $4,131+19.7% |
| Admin fee / account holder | $251 | $109+130.7% | $3,619-93.1% | $170+47.8% |