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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $65,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,958 |
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 | $93,415 | $66,459+40.6% | $81,353+14.8% | $77,736+20.2% |
| Participation rate | 92.6% | 68.7%+23.9pp | 69.5%+23.1pp | 70.6%+22.0pp |
| Annual return | 12.44% | 15.95%-3.5pp | 24.82%-12.4pp | 31.26%-18.8pp |
| Employer contribution / active EE | $1,548 | $2,156-28.2% | $2,464-37.2% | $2,728-43.2% |
| Participant deferral / active EE | $7,038 | $3,674+91.5% | $3,885+81.2% | $4,651+51.3% |
| Admin fee / account holder | $308 | $585-47.3% | $5,766-94.7% | $433-28.9% |