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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,212 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $19,685 |
Filed as: SCOTT MILLER CPA & ASSOCIATES INC. Service code 10 · EIN 87-3523115 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,148 | $74,661-50.2% | $160,784-76.9% | $67,986-45.4% |
| Participation rate | 37.6% | 57.1%-19.6pp | 77.0%-39.4pp | 57.2%-19.7pp |
| Annual return | 20.25% | 28.83%-8.6pp | 1803.92%-1783.7pp | 31.67%-11.4pp |
| Employer contribution / active EE | $802 | $1,829-56.1% | $3,733-78.5% | $2,019-60.3% |
| Participant deferral / active EE | $3,768 | $3,681+2.4% | $6,293-40.1% | $3,358+12.2% |
| Admin fee / account holder | $234 | $3,959-94.1% | $9,717-97.6% | $3,203-92.7% |