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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,559 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $27,954 |
MATRIX TRUST COMPANY2 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.)
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 | $257,242 | $86,655+196.9% | $119,609+115.1% | $66,914+284.4% |
| Participation rate | 96.1% | 75.6%+20.6pp | 79.3%+16.9pp | 69.8%+26.3pp |
| Annual return | -14.54% | -8.00%-6.5pp | -14.97%+0.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,190 | $2,536+65.2% | $4,232-1.0% | $2,544+64.7% |
| Participant deferral / active EE | $8,056 | $4,358+84.8% | $5,602+43.8% | $4,237+90.1% |
| Admin fee / account holder | $695 | $755-7.9% | $10,323-93.3% | $593+17.1% |