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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 · EIN 33-0905143 | Consulting | $92,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | $61,406 |
Filed as: ADMINISTRATIVE FIDUCIARY SER Service code 13 · EIN 46-2919997 | Contract Administrator | $12,536 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,397 |
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 | $78,852 | $79,519-0.8% | $95,956-17.8% | $73,412+7.4% |
| Participation rate | 95.1% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 27.97% | 19.20%+8.8pp | 91.63%-63.7pp | 59.30%-31.3pp |
| Employer contribution / active EE | $1,436 | $2,048-29.9% | $2,541-43.5% | $2,234-35.7% |
| Participant deferral / active EE | $4,228 | $4,138+2.2% | $4,167+1.5% | $3,806+11.1% |
| Admin fee / account holder | $202 | $184+9.8% | $6,797-97.0% | $158+28.2% |