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| Provider | Service type | Compensation |
|---|---|---|
HLB GROSS COLLINS1 year Filed as: HLB GROSS COLLINS, P.C. Service code 10 · EIN 58-1367012 | Accounting | $36,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,359 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,833 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,794 | $50,458+24.4% | $159,991-60.8% | $64,814-3.1% |
| Participation rate | 89.2% | 68.0%+21.2pp | 78.0%+11.3pp | 71.5%+17.8pp |
| Annual return | -20.74% | -13.42%-7.3pp | 408.82%-429.6pp | 32.84%-53.6pp |
| Employer contribution / active EE | $3,777 | $1,722+119.3% | $4,225-10.6% | $2,507+50.7% |
| Participant deferral / active EE | $5,354 | $4,004+33.7% | $6,183-13.4% | $4,310+24.2% |
| Admin fee / account holder | $251 | $706-64.4% | $8,715-97.1% | $188+33.8% |