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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,305 |
BARTLETT, PRINGLE & WOLF, LLP6+ years Service code 10 · EIN 95-2089835 | Accounting | $6,184 |
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.
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 | $25,082 | $29,516-15.0% | $77,552-67.7% | $90,274-72.2% |
| Participation rate | 6.9% | 33.7%-26.8pp | 54.2%-47.3pp | 73.4%-66.4pp |
| Annual return | 17.51% | 231.18%-213.7pp | 54.82%-37.3pp | 53.97%-36.5pp |
| Employer contribution / active EE | $132 | $381-65.3% | $987-86.6% | $2,523-94.8% |
| Participant deferral / active EE | $231 | $944-75.5% | $1,861-87.6% | $4,231-94.5% |
| Admin fee / account holder | $207 | $106+95.8% | $2,859-92.7% | $114+81.7% |