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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,085 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $34,125 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $32,000 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,390 |
Service code 49 · EIN 46-2919997 | Other Services | $10,832 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,805 | $89,093-36.2% | $102,434-44.5% | $77,736-26.9% |
| Participation rate | 91.2% | 80.9%+10.3pp | 76.5%+14.7pp | 70.6%+20.6pp |
| Annual return | 12.16% | 25.03%-12.9pp | 29.46%-17.3pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,733 | $2,699-35.8% | $3,023-42.7% | $2,728-36.5% |
| Participant deferral / active EE | $5,892 | $5,147+14.5% | $5,055+16.6% | $4,651+26.7% |
| Admin fee / account holder | $151 | $236-36.1% | $9,462-98.4% | $433-65.2% |