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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 33 · EIN 33-0905143 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Securities brokerage | $27,778 |
NFP RETIREMENT INC10+ years Filed as: NFP Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $12,716 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $5,043 |
NATIONWIDE10+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,090 |
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.
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 | $27,065 | $58,311-53.6% | $81,882-66.9% | $80,959-66.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.16% | 41.85%-32.7pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $2,165 | $2,347-7.8% | $2,916-25.8% | $2,757-21.5% |
| Participant deferral / active EE | $1,404 | $3,287-57.3% | $4,323-67.5% | $4,300-67.3% |
| Admin fee / account holder | $381 | $4,752-92.0% | $7,360-94.8% | $6,925-94.5% |