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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,199 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,726 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,788 |
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 | $51,946 | $95,417-45.6% | $135,974-61.8% | $74,460-30.2% |
| Participation rate | 95.2% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 26.81% | 32.76%-6.0pp | 68.30%-41.5pp | 34.38%-7.6pp |
| Employer contribution / active EE | $5,162 | $3,878+33.1% | $4,859+6.2% | $2,638+95.7% |
| Participant deferral / active EE | $12,646 | $7,789+62.4% | $7,760+63.0% | $4,530+179.2% |
| Admin fee / account holder | $117 | $266-56.0% | $10,767-98.9% | $348-66.3% |