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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
BARTLETT, PRINGLE & WOLF, LLP3+ years Service code 10 · EIN 95-2089835 | Accounting | $9,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,919 |
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 | $19,400 | $28,416-31.7% | $73,550-73.6% | $69,631-72.1% |
| Participation rate | 10.0% | 38.3%-28.4pp | 54.9%-44.9pp | 70.7%-60.7pp |
| Annual return | 18.19% | -694.13%+712.3pp | -15.16%+33.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $183 | $430-57.6% | $1,219-85.0% | $2,032-91.0% |
| Participant deferral / active EE | $291 | $897-67.6% | $1,804-83.9% | $3,224-91.0% |
| Admin fee / account holder | $374 | $104+258.8% | $2,320-83.9% | $110+239.1% |