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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $26,496 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $16,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,857 | $65,092-60.3% | $143,799-82.0% | $66,938-61.4% |
| Participation rate | 56.3% | 65.2%-8.9pp | 80.3%-24.0pp | 69.8%-13.5pp |
| Annual return | -20.75% | -11.14%-9.6pp | -0.04%-20.7pp | 1.58%-22.3pp |
| Employer contribution / active EE | $387 | $2,362-83.6% | $4,952-92.2% | $2,545-84.8% |
| Participant deferral / active EE | $1,693 | $2,920-42.0% | $5,638-70.0% | $4,238-60.0% |
| Admin fee / account holder | $212 | $502-57.8% | $14,677-98.6% | $594-64.3% |