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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $39,050 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $26,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,315 | $45,152+51.3% | $73,845-7.5% | $59,632+14.6% |
| Participation rate | 94.8% | 64.0%+30.8pp | 73.4%+21.4pp | 68.7%+26.2pp |
| Annual return | 4.53% | 27.40%-22.9pp | 2267.91%-2263.4pp | 2041.32%-2036.8pp |
| Employer contribution / active EE | $1,770 | $1,902-6.9% | $2,788-36.5% | $2,203-19.6% |
| Participant deferral / active EE | $5,063 | $2,574+96.7% | $3,583+41.3% | $3,192+58.6% |
| Admin fee / account holder | $379 | $3,516-89.2% | $4,881-92.2% | $4,297-91.2% |