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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,595 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,777 | $62,166-65.0% | $81,353-73.2% | $74,459-70.8% |
| Participation rate | 54.0% | 64.1%-10.0pp | 69.5%-15.5pp | 67.2%-13.2pp |
| Annual return | 28.69% | 16.50%+12.2pp | 24.82%+3.9pp | 1369.70%-1341.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,229 | $3,223+0.2% | $3,885-16.9% | $4,350-25.8% |
| Admin fee / account holder | $164 | $1,925-91.5% | $5,766-97.2% | $1,945-91.6% |