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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,379 |
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 | $141,811 | $65,125+117.8% | $143,797-1.4% | $66,949+111.8% |
| Participation rate | 63.7% | 65.2%-1.5pp | 80.3%-16.6pp | 69.8%-6.1pp |
| Annual return | -18.21% | -11.13%-7.1pp | -0.04%-18.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $2,546 | $2,362+7.8% | $4,952-48.6% | $2,5450% |
| Participant deferral / active EE | $5,063 | $2,920+73.4% | $5,638-10.2% | $4,239+19.4% |
| Admin fee / account holder | $466 | $503-7.4% | $14,679-96.8% | $594-21.6% |