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| Provider | Service type | Compensation |
|---|---|---|
NPA ASSET MANAGEMENT6+ years Service code 99 · EIN 22-1063549 | Other Fees | $15,724 |
MORNINGSTAR5 years Service code 27 | Advisory (Plan) | $0 |
MURET CPA LLC3 years Service code 99 · EIN 20-0641859 | Other Fees | $0 |
MURET CPA, PLLC5 years Service code 99 | Other Fees | $0 |
NPA ASSET MANAGEMENT6+ years Filed as: NPA ASSET MANAGMENT Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,856 | $66,813-47.8% | $100,530-65.3% | $73,493-52.6% |
| Participation rate | 17.3% | 77.5%-60.1pp | 79.4%-62.1pp | 70.7%-53.4pp |
| Annual return | 15.23% | 25.70%-10.5pp | 30.89%-15.7pp | 28.51%-13.3pp |
| Employer contribution / active EE | $456 | $2,147-78.8% | $3,418-86.7% | $2,270-79.9% |
| Participant deferral / active EE | $764 | $5,883-87.0% | $6,271-87.8% | $3,740-79.6% |
| Admin fee / account holder | $346 | $512-32.4% | $8,083-95.7% | $513-32.5% |