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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,600 |
S B H U LIFE AGENCY INC6 years Service code 49 · EIN 13-2896238 | Other Services | $24,947 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,589 | $101,539+175.4% | $147,041+90.1% | $74,400+275.8% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 17.99% | 8740.84%-8722.9pp | 419.21%-401.2pp | 1367.51%-1349.5pp |
| Employer contribution / active EE | $7,379 | $3,811+93.6% | $4,935+49.5% | $2,624+181.2% |
| Participant deferral / active EE | $19,148 | $7,304+162.2% | $8,071+137.3% | $4,348+340.4% |
| Admin fee / account holder | $461 | $1,749-73.6% | $13,006-96.5% | $1,944-76.3% |