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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,112 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,446 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,485 | $101,672-40.5% | $147,117-58.9% | $74,478-18.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.66% | 8757.83%-8743.2pp | 420.54%-405.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $937 | $3,813-75.4% | $4,932-81.0% | $2,626-64.3% |
| Participant deferral / active EE | $7,539 | $7,305+3.2% | $8,065-6.5% | $4,350+73.3% |
| Admin fee / account holder | $376 | $1,753-78.6% | $12,993-97.1% | $1,946-80.7% |