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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 | $66,457+40.6% | $81,438+14.7% | $77,671+20.3% |
| Participation rate | 92.6% | 68.7%+23.9pp | 69.5%+23.1pp | 70.6%+22.0pp |
| Annual return | 12.44% | 15.93%-3.5pp | 24.74%-12.3pp | 31.21%-18.8pp |
| Employer contribution / active EE | $1,548 | $2,159-28.3% | $2,460-37.1% | $2,726-43.2% |
| Participant deferral / active EE | $7,038 | $3,679+91.3% | $3,883+81.2% | $4,648+51.4% |
| Admin fee / account holder | $308 | $583-47.1% | $5,764-94.7% | $430-28.4% |