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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,115 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 17 · EIN 33-0905143 | Pension Consulting | $11,591 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $5,547 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,059 | $49,468-61.5% | $150,298-87.3% | $103,975-81.7% |
| Participation rate | 51.9% | 58.1%-6.3pp | 77.8%-25.9pp | 72.5%-20.7pp |
| Annual return | 14.71% | 38.98%-24.3pp | 62.79%-48.1pp | 19.41%-4.7pp |
| Employer contribution / active EE | $532 | $1,670-68.1% | $4,154-87.2% | $3,722-85.7% |
| Participant deferral / active EE | $1,539 | $2,650-41.9% | $5,453-71.8% | $5,343-71.2% |
| Admin fee / account holder | $106 | $385-72.4% | $14,116-99.2% | $332-68.0% |