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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,617 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $26,281 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,365 | $88,083+226.2% | $164,813+74.4% | $74,495+285.8% |
| Participation rate | 83.9% | 73.0%+10.9pp | 78.6%+5.3pp | 67.2%+16.7pp |
| Annual return | 10.07% | 17.26%-7.2pp | 69.93%-59.9pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $4,168 | $2,593+60.7% | $4,341-4.0% | $2,623+58.9% |
| Participant deferral / active EE | $7,557 | $4,498+68.0% | $6,031+25.3% | $4,346+73.9% |
| Admin fee / account holder | $721 | $2,234-67.7% | $12,690-94.3% | $1,942-62.9% |