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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $78,784 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $43,144 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,238 | $82,163-69.3% | $125,381-79.9% | $64,819-61.1% |
| Participation rate | 95.4% | 77.9%+17.5pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -11.73% | 3.49%-15.2pp | 572.31%-584.0pp | 32.84%-44.6pp |
| Employer contribution / active EE | $4,044 | $3,616+11.8% | $4,815-16.0% | $2,507+61.3% |
| Participant deferral / active EE | $10,138 | $7,175+41.3% | $7,448+36.1% | $4,311+135.2% |
| Admin fee / account holder | $100 | $163-38.7% | $10,007-99.0% | $188-46.7% |