Filed December 3, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,270 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,939 | $84,493-63.4% | $125,381-75.3% | $66,938-53.8% |
| Participation rate | 69.4% | 76.4%-7.0pp | 82.4%-13.0pp | 69.8%-0.4pp |
| Annual return | -37.60% | -8.49%-29.1pp | 572.31%-609.9pp | 1.58%-39.2pp |
| Employer contribution / active EE | $2,222 | $3,554-37.5% | $4,815-53.8% | $2,545-12.7% |
| Participant deferral / active EE | $7,840 | $6,783+15.6% | $7,448+5.3% | $4,238+85.0% |
| Admin fee / account holder | $315 | $685-54.0% | $10,007-96.9% | $594-46.9% |