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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP Service code 14 · EIN 52-1548008 1300 VIRGINIA DRIVE · FORT WASHINGTON, PA 19034 | Plan Administrator | $47,245 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1500 MARKET STREET · PHILADELPHIA, PA 191022101 | Recordkeeping | $25,302 |
ADVISOR RESOURCE COUNCIL1+ years Filed as: ADVISOR TRUST COMPANY Service code 19 · EIN 23-2323488 2710 CENTERVILLE ROAD #101 · WILMINGTON, DE 19808 | Securities Custodian | $5,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,795 | $67,166-37.8% | $57,356-27.1% | $55,191-24.3% |
| Participation rate | 71.5% | 77.7%-6.2pp | 75.1%-3.6pp | 69.2%+2.4pp |
| Annual return | -0.18% | 4.22%-4.4pp | 24.41%-24.6pp | 10.78%-11.0pp |
| Employer contribution / active EE | $1,450 | $2,812-48.4% | $2,689-46.1% | $1,899-23.6% |
| Participant deferral / active EE | $1,414 | $2,835-50.1% | $3,162-55.3% | $3,046-53.6% |
| Admin fee / account holder | $321 | $44+636.8% | $3,357-90.4% | $91+253.5% |