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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,446 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0901543 | Other Fees | $13,747 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,362 | $58,888-65.4% | $178,499-88.6% | $73,493-72.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 81.9%+5.6pp | 70.7%+16.8pp |
| Annual return | 19.89% | 24.86%-5.0pp | 151.10%-131.2pp | 28.51%-8.6pp |
| Employer contribution / active EE | $507 | $2,236-77.3% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,838 | $2,568-28.4% | $5,202-64.7% | $3,740-50.9% |
| Admin fee / account holder | $138 | $400-65.6% | $13,986-99.0% | $513-73.2% |