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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,919 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,870 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,220 | $72,620+87.6% | $90,756+50.1% | $66,930+103.5% |
| Participation rate | 74.1% | 73.7%+0.5pp | 75.7%-1.5pp | 69.8%+4.3pp |
| Annual return | -16.38% | -12.28%-4.1pp | -12.16%-4.2pp | 1.57%-17.9pp |
| Employer contribution / active EE | $1,748 | $2,369-26.2% | $2,922-40.2% | $2,545-31.3% |
| Participant deferral / active EE | $6,710 | $3,979+68.7% | $4,565+47.0% | $4,238+58.3% |
| Admin fee / account holder | $523 | $707-26.0% | $8,445-93.8% | $593-11.8% |