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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $12,058 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,255 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.)
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 | $126,339 | $89,652+40.9% | $141,197-10.5% | $65,186+93.8% |
| Participation rate | 40.9% | 74.7%-33.8pp | 82.5%-41.6pp | 70.2%-29.3pp |
| Annual return | 25.80% | 32.79%-7.0pp | 71.41%-45.6pp | 29.39%-3.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,587 | $5,691+15.7% | $6,710-1.8% | $3,514+87.5% |
| Admin fee / account holder | $368 | $569-35.3% | $10,265-96.4% | $847-56.6% |