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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $12,161 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,378 | $39,245-37.9% | $64,105-62.0% | $52,331-53.4% |
| Participation rate | 52.8% | 58.2%-5.4pp | 68.2%-15.3pp | 68.1%-15.3pp |
| Annual return | -0.91% | 14.79%-15.7pp | 791.24%-792.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,293 | $1,992-35.1% | $2,822-54.2% | $3,022-57.2% |
| Admin fee / account holder | $79 | $592-86.6% | $4,499-98.2% | $592-86.6% |