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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $57,619 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $25,471 |
BMO HARRIS BANK NA6+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $269,068 | $81,474+230.3% | $133,956+100.9% | $73,488+266.1% |
| Participation rate | 92.9% | 76.4%+16.5pp | 79.8%+13.0pp | 70.7%+22.2pp |
| Annual return | 13.13% | 19.40%-6.3pp | 45.09%-32.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,690 | $2,209+67.0% | $3,919-5.8% | $2,270+62.5% |
| Participant deferral / active EE | $7,191 | $3,786+89.9% | $5,048+42.5% | $3,740+92.3% |
| Admin fee / account holder | $723 | $713+1.3% | $8,927-91.9% | $513+40.8% |