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| Provider | Service type | Compensation |
|---|---|---|
MFA ASSET MANAGEMENT3+ years Service code 27 · EIN 04-3540481 | Advisory (Plan) | $9,996 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,504 |
Filed as: WALDRON H RAND, P.C. Service code 10 · EIN 04-2759781 | Accounting | $6,300 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,549 | $36,767+29.3% | $81,473-41.6% | $62,293-23.7% |
| Participation rate | 17.4% | 54.4%-37.1pp | 68.0%-50.6pp | 69.5%-52.2pp |
| Annual return | 13.06% | 173.80%-160.7pp | 38.78%-25.7pp | 28.90%-15.8pp |
| Employer contribution / active EE | $197 | $1,128-82.5% | $2,568-92.3% | $2,042-90.3% |
| Participant deferral / active EE | $1,109 | $2,111-47.4% | $3,537-68.6% | $3,169-65.0% |
| Admin fee / account holder | $1,072 | $797+34.5% | $4,561-76.5% | $479+123.6% |