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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,596 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,213 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,690 | $77,677+33.5% | $109,173-5.0% | $79,391+30.6% |
| Participation rate | 15.8% | 67.8%-52.0pp | 75.9%-60.1pp | 70.7%-54.9pp |
| Annual return | 12.83% | 23.44%-10.6pp | 25.75%-12.9pp | 116.88%-104.1pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $826 | $3,517-76.5% | $4,654-82.3% | $4,046-79.6% |
| Admin fee / account holder | $534 | $732-27.1% | $6,755-92.1% | $627-14.8% |