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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT SERVICES Service code 27 1901 ROXBOROUGH RD STE 300 · CHARLOTTE, NC 282115588 | Advisory (Plan) | $15,153 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,800 |
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 | $25,591 | $79,438-67.8% | $106,551-76.0% | $79,393-67.8% |
| Participation rate | 33.3% | 74.2%-40.8pp | 76.1%-42.8pp | 70.7%-37.4pp |
| Annual return | 13.62% | 18.27%-4.7pp | 26.80%-13.2pp | 116.87%-103.3pp |
| Employer contribution / active EE | $1,283 | $2,235-42.6% | $2,819-54.5% | $2,428-47.1% |
| Participant deferral / active EE | $1,183 | $3,824-69.1% | $4,398-73.1% | $4,046-70.8% |
| Admin fee / account holder | $180 | $523-65.5% | $7,408-97.6% | $627-71.2% |