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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) | $21,523 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,764 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,635 | $88,186+11.8% | $165,071-40.2% | $74,459+32.5% |
| Participation rate | 65.2% | 73.1%-8.0pp | 78.6%-13.4pp | 67.2%-2.0pp |
| Annual return | 10.57% | 17.13%-6.6pp | 70.17%-59.6pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,176 | $2,600-54.8% | $4,347-73.0% | $2,626-55.2% |
| Participant deferral / active EE | $1,571 | $4,505-65.1% | $6,035-74.0% | $4,350-63.9% |
| Admin fee / account holder | $375 | $2,234-83.2% | $12,695-97.0% | $1,945-80.7% |