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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 26-0058143 | Recordkeeping | $27,835 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $26,775 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 | Consulting | $13,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,003 | $50,902-62.7% | $155,534-87.8% | $77,736-75.6% |
| Participation rate | 69.7% | 63.1%+6.6pp | 78.2%-8.5pp | 70.6%-0.9pp |
| Annual return | 11.05% | 34.85%-23.8pp | 64.92%-53.9pp | 31.26%-20.2pp |
| Employer contribution / active EE | $1,389 | $1,991-30.2% | $4,675-70.3% | $2,728-49.1% |
| Participant deferral / active EE | $1,382 | $2,824-51.1% | $5,630-75.5% | $4,651-70.3% |
| Admin fee / account holder | $45 | $437-89.6% | $15,900-99.7% | $433-89.6% |