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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,532 |
NFP RETIREMENT INC2 years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $10,334 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $7,650 |
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 | $66,945 | $54,763+22.2% | $90,324-25.9% | $72,976-8.3% |
| Participation rate | 85.3% | 65.2%+20.1pp | 73.3%+12.0pp | 69.5%+15.8pp |
| Annual return | 5.06% | 30.63%-25.6pp | 78.15%-73.1pp | 81.02%-76.0pp |
| Employer contribution / active EE | $2,307 | $2,093+10.2% | $2,856-19.2% | $2,440-5.5% |
| Participant deferral / active EE | $3,105 | $2,887+7.5% | $3,885-20.1% | $3,608-13.9% |
| Admin fee / account holder | $220 | $3,973-94.5% | $5,356-95.9% | $5,124-95.7% |