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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACCELERATE INVESTMENTS ADVISORS Service code 26 · EIN 92-2678185 | Advisory (Participants) | $35,205 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $7,180 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,912 | $81,487+7.9% | $102,412-14.2% | $80,935+8.6% |
| Participation rate | 91.5% | 66.8%+24.7pp | 74.5%+17.0pp | 67.7%+23.9pp |
| Annual return | 22.47% | 25.60%-3.1pp | 24.94%-2.5pp | 35.66%-13.2pp |
| Employer contribution / active EE | $13,176 | $3,103+324.6% | $3,870+240.5% | $2,757+378.0% |
| Participant deferral / active EE | $2,575 | $3,871-33.5% | $5,060-49.1% | $4,299-40.1% |
| Admin fee / account holder | $468 | $6,717-93.0% | $8,388-94.4% | $6,924-93.2% |