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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT SERVICES Service code 27 1901 ROXBOROUGH RD STE 300 · CHARLOTTE, NC 282115588 | Advisory (Plan) | $6,263 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,400 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,631 | $66,319-81.0% | $93,621-86.5% | $65,185-80.6% |
| Participation rate | 40.6% | 74.0%-33.4pp | 75.8%-35.3pp | 70.2%-29.6pp |
| Annual return | 20.69% | 42.59%-21.9pp | 32.76%-12.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,411 | $2,013-29.9% | $2,719-48.1% | $2,177-35.2% |
| Participant deferral / active EE | $1,256 | $3,343-62.4% | $4,070-69.1% | $3,514-64.3% |
| Admin fee / account holder | $104 | $6,900-98.5% | $7,890-98.7% | $847-87.7% |