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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 16 | Consulting | $43,927 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,680 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,902 | $79,151+17.4% | $60,906+52.5% | $64,819+43.3% |
| Participation rate | 73.1% | 77.7%-4.6pp | 73.1%0pp | 71.5%+1.6pp |
| Annual return | -16.90% | -7.12%-9.8pp | 16.94%-33.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $2,574 | $3,052-15.7% | $2,703-4.8% | $2,507+2.7% |
| Participant deferral / active EE | $4,509 | $3,727+21.0% | $3,814+18.2% | $4,311+4.6% |
| Admin fee / account holder | $81 | $106-23.6% | $3,227-97.5% | $188-57.0% |