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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,504 |
NFP RETIREMENT INC2 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $23,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,403 | $46,332-49.5% | $143,797-83.7% | $64,824-63.9% |
| Participation rate | 52.1% | 64.2%-12.2pp | 80.3%-28.2pp | 71.5%-19.4pp |
| Annual return | -16.67% | -10.05%-6.6pp | -0.04%-16.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $742 | $1,911-61.2% | $4,952-85.0% | $2,507-70.4% |
| Participant deferral / active EE | $1,439 | $2,647-45.7% | $5,638-74.5% | $4,311-66.6% |
| Admin fee / account holder | $127 | $154-17.5% | $14,679-99.1% | $188-32.5% |