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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,047 | $60,393+330.6% | $81,820+217.8% | $74,429+249.4% |
| Participation rate | 97.2% | 62.9%+34.3pp | 72.4%+24.8pp | 67.2%+30.0pp |
| Annual return | 15.03% | 16.89%-1.9pp | 777.93%-762.9pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $8,667 | $2,626+230.0% | $2,915+197.3% | $2,625+230.2% |
| Participant deferral / active EE | $10,720 | $3,397+215.6% | $4,323+148.0% | $4,348+146.5% |
| Admin fee / account holder | $375 | $1,491-74.8% | $7,391-94.9% | $1,944-80.7% |