Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BARTLETT, PRINGLE & WOLF, LLP1+ years Service code 10 · EIN 95-2089835 | Accounting | $16,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,808 |
NFP RETIREMENT INC1+ years Filed as: NFP REITREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,127 | $21,965-40.2% | $59,496-77.9% | $59,188-77.8% |
| Participation rate | 6.5% | 32.6%-26.0pp | 54.6%-48.0pp | 69.4%-62.9pp |
| Annual return | -8.37% | 22.15%-30.5pp | 182.05%-190.4pp | 5.51%-13.9pp |
| Employer contribution / active EE | $123 | $316-61.0% | $1,153-89.3% | $2,098-94.1% |
| Participant deferral / active EE | $184 | $732-74.8% | $1,829-89.9% | $3,265-94.4% |
| Admin fee / account holder | $667 | $74+796.7% | $2,232-70.1% | $92+623.3% |