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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $111,762 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $63,588 |
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 | $44,883 | $95,417-53.0% | $135,974-67.0% | $74,460-39.7% |
| Participation rate | 94.6% | 78.2%+16.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 27.32% | 32.76%-5.4pp | 68.30%-41.0pp | 34.38%-7.1pp |
| Employer contribution / active EE | $4,819 | $3,878+24.3% | $4,859-0.8% | $2,638+82.7% |
| Participant deferral / active EE | $13,552 | $7,789+74.0% | $7,760+74.6% | $4,530+199.2% |
| Admin fee / account holder | $170 | $266-36.3% | $10,767-98.4% | $348-51.2% |