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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 28 · EIN 33-0905143 | Investment Management | $22,500 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $496 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,483 | $39,859+54.3% | $78,676-21.9% | $57,658+6.6% |
| Participation rate | 95.1% | 66.1%+29.0pp | 73.6%+21.5pp | 70.2%+24.8pp |
| Annual return | 6.92% | 18.96%-12.0pp | 62.19%-55.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,835 | $1,786+58.8% | $2,850-0.5% | $1,974+43.6% |
| Participant deferral / active EE | $4,274 | $2,248+90.1% | $3,517+21.5% | $3,061+39.6% |
| Admin fee / account holder | $24 | $76-68.1% | $4,510-99.5% | $95-74.3% |