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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $55,400 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $31,517 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,790 | $104,336-76.2% | $159,474-84.5% | $86,821-71.4% |
| Participation rate | 91.3% | 77.7%+13.5pp | 82.8%+8.4pp | 72.3%+19.0pp |
| Annual return | 38.46% | 26.32%+12.1pp | 263.68%-225.2pp | 97.94%-59.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $8,760 | $6,837+28.1% | $7,353+19.1% | $4,132+112.0% |
| Admin fee / account holder | $94 | $172-45.4% | $10,802-99.1% | $170-44.5% |