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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2647786 | Advisory (Plan) | $29,188 |
NPPG1 year Filed as: NPPG RECORD KEEPING SOLUTIONS LLC Service code 27 · EIN 92-1404819 | Advisory (Plan) | $12,950 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $46,938 | $45,343+3.5% | $150,298-68.8% | $67,986-31.0% |
| Participation rate | 52.3% | 51.9%+0.5pp | 77.8%-25.4pp | 57.2%-4.9pp |
| Annual return | 8.51% | 33.28%-24.8pp | 62.79%-54.3pp | 31.67%-23.2pp |
| Employer contribution / active EE | $866 | $1,462-40.8% | $4,154-79.2% | $2,019-57.1% |
| Participant deferral / active EE | $2,517 | $2,055+22.5% | $5,453-53.8% | $3,358-25.0% |
| Admin fee / account holder | $350 | $2,250-84.5% | $14,116-97.5% | $3,203-89.1% |