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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,672 | $61,391+158.5% | $149,723+6.0% | $71,529+121.8% |
| Participation rate | 54.1% | 62.5%-8.5pp | 78.8%-24.7pp | 67.9%-13.9pp |
| Annual return | 13.13% | 35.88%-22.7pp | 134.50%-121.4pp | 28.97%-15.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,776 | $2,921+63.5% | $5,682-16.0% | $4,291+11.3% |
| Admin fee / account holder | $479 | $1,264-62.1% | $13,215-96.4% | $1,588-69.8% |