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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,030 |
Filed as: ONEAMERICA Service code 15 · EIN 75-3182674 | Recordkeeping | $6,567 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,668 | $63,845-44.1% | $81,370-56.2% | $80,959-55.9% |
| Participation rate | 16.8% | 63.9%-47.0pp | 69.5%-52.7pp | 67.7%-50.8pp |
| Annual return | 2.06% | 16.37%-14.3pp | 24.85%-22.8pp | 35.67%-33.6pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $487 | $5,688-91.4% | $5,749-91.5% | $6,925-93.0% |