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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,234 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
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 | $63,836 | $77,164-17.3% | $178,014-64.1% | $80,874-21.1% |
| Participation rate | 91.3% | 65.7%+25.6pp | 77.1%+14.2pp | 67.6%+23.7pp |
| Annual return | -29.34% | 18.09%-47.4pp | 294.80%-324.1pp | 35.62%-65.0pp |
| Employer contribution / active EE | $8,551 | $2,288+273.8% | $3,950+116.5% | $2,756+210.3% |
| Participant deferral / active EE | $17,007 | $4,408+285.8% | $6,276+171.0% | $4,297+295.8% |
| Admin fee / account holder | $326 | $7,164-95.4% | $10,362-96.9% | $6,935-95.3% |