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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,270 |
BARTLETT, PRINGLE & WOLF, LLP2+ years Service code 10 · EIN 95-2089835 | Accounting | $9,269 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $7,500 |
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.)
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 | $17,742 | $22,291-20.4% | $69,182-74.4% | $63,975-72.3% |
| Participation rate | 6.1% | 35.3%-29.1pp | 55.1%-49.0pp | 71.1%-65.0pp |
| Annual return | 12.02% | 9.30%+2.7pp | -21.93%+34.0pp | 48.65%-36.6pp |
| Employer contribution / active EE | $163 | $325-49.9% | $1,206-86.5% | $2,182-92.5% |
| Participant deferral / active EE | $169 | $808-79.1% | $1,897-91.1% | $3,356-95.0% |
| Admin fee / account holder | $390 | $73+434.3% | $2,697-85.5% | $70+454.0% |