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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,262 |
NFP RETIREMENT INC2+ years Service code 99 · EIN 33-0905143 | Other Fees | $17,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,780 | $62,686+4.9% | $178,505-63.1% | $77,762-15.4% |
| Participation rate | 26.6% | 66.9%-40.3pp | 77.1%-50.5pp | 70.6%-44.0pp |
| Annual return | 12.46% | 16.16%-3.7pp | 27.16%-14.7pp | 31.27%-18.8pp |
| Employer contribution / active EE | $761 | $1,914-60.3% | $3,955-80.8% | $2,728-72.1% |
| Participant deferral / active EE | $1,444 | $4,224-65.8% | $6,280-77.0% | $4,651-69.0% |
| Admin fee / account holder | $244 | $386-36.9% | $10,428-97.7% | $433-43.7% |