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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 | $41,016+14.4% | $152,093-69.1% | $64,097-26.8% |
| Participation rate | 52.3% | 51.3%+1.0pp | 77.8%-25.4pp | 55.2%-2.9pp |
| Annual return | 8.51% | 39.60%-31.1pp | 66.36%-57.8pp | 34.64%-26.1pp |
| Employer contribution / active EE | $866 | $1,342-35.5% | $4,175-79.3% | $1,891-54.2% |
| Participant deferral / active EE | $2,517 | $1,927+30.6% | $5,451-53.8% | $3,080-18.3% |
| Admin fee / account holder | $350 | $2,305-84.8% | $14,497-97.6% | $3,454-89.9% |