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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $113,243 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,694 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,359 | $106,110-39.3% | $147,005-56.2% | $77,671-17.1% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 39.22% | 56.77%-17.6pp | 418.76%-379.5pp | 31.21%+8.0pp |
| Employer contribution / active EE | $4,807 | $4,065+18.3% | $4,934-2.6% | $2,726+76.3% |
| Participant deferral / active EE | $12,422 | $7,992+55.4% | $8,070+53.9% | $4,648+167.3% |
| Admin fee / account holder | $144 | $338-57.4% | $13,006-98.9% | $430-66.6% |