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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7+ years Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $20,123 |
ALERUS FINANCIAL, N.A.8+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $19,368 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,851 | $82,286-18.8% | $68,791-2.8% | $134,475-50.3% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -23.22% | -2.19%-21.0pp | -6.38%-16.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,002 | $3,301-9.0% | $2,655+13.1% | $4,740-36.7% |
| Participant deferral / active EE | $22,749 | $4,739+380.1% | $3,941+477.2% | $6,400+255.5% |
| Admin fee / account holder | $449 | $6,481-93.1% | $4,932-90.9% | $11,426-96.1% |