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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $40,617 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,583 |
FROEHLING ANDERSON1 year Service code 15 · EIN 41-1384792 | Recordkeeping | $9,330 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,983 | $51,466-55.3% | $78,778-70.8% | $62,293-63.1% |
| Participation rate | 67.9% | 59.8%+8.1pp | 69.2%-1.3pp | 69.5%-1.7pp |
| Annual return | 14.66% | 19.96%-5.3pp | 35.62%-21.0pp | 28.90%-14.2pp |
| Employer contribution / active EE | $906 | $827+9.5% | $1,986-54.4% | $2,042-55.6% |
| Participant deferral / active EE | $1,377 | $2,147-35.9% | $2,958-53.4% | $3,169-56.5% |
| Admin fee / account holder | $222 | $489-54.6% | $5,134-95.7% | $479-53.6% |