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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,891 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $22,277 | $68,110-67.3% | $155,556-85.7% | $99,313-77.6% |
| Participation rate | 25.0% | 67.8%-42.8pp | 78.2%-53.2pp | 71.7%-46.7pp |
| Annual return | 19.31% | 16.16%+3.2pp | 64.84%-45.5pp | 17.67%+1.6pp |
| Employer contribution / active EE | $462 | $2,291-79.8% | $4,675-90.1% | $3,264-85.8% |
| Participant deferral / active EE | $878 | $3,865-77.3% | $5,631-84.4% | $5,346-83.6% |
| Admin fee / account holder | $81 | $94-14.3% | $15,885-99.5% | $109-26.2% |