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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,607 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $22,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,957 | $55,472-38.8% | $155,567-78.2% | $74,546-54.4% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 13.50% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $757 | $2,269-66.6% | $4,674-83.8% | $2,624-71.2% |
| Participant deferral / active EE | $2,623 | $2,838-7.6% | $5,628-53.4% | $4,347-39.7% |
| Admin fee / account holder | $312 | $1,743-82.1% | $15,916-98.0% | $1,944-84.0% |