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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $77,108 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $49,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,214 | $52,960-33.5% | $86,656-59.4% | $80,169-56.1% |
| Participation rate | 26.1% | 62.4%-36.3pp | 71.7%-45.6pp | 72.9%-46.8pp |
| Annual return | 17.00% | 24.84%-7.8pp | 593.09%-576.1pp | 40.39%-23.4pp |
| Employer contribution / active EE | $0 | $2,138-100.0% | $3,025-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,037 | $3,226-67.8% | $4,439-76.6% | $5,016-79.3% |
| Admin fee / account holder | $202 | $113+78.3% | $5,619-96.4% | $145+39.2% |