Filed November 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $151,466 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $58,535 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,936 |
KBF CPAS - AUDIT, LLP1 year Service code 10 · EIN 33-2366711 5285 MEADOWS ROAD · LAKE OSWEGO, OR 97035 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,628 | $89,093+21.9% | $102,434+6.0% | $77,736+39.7% |
| Participation rate | 97.3% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.7pp |
| Annual return | 15.57% | 25.03%-9.5pp | 29.46%-13.9pp | 31.26%-15.7pp |
| Employer contribution / active EE | $3,928 | $2,699+45.5% | $3,023+29.9% | $2,728+44.0% |
| Participant deferral / active EE | $12,884 | $5,147+150.3% | $5,055+154.9% | $4,651+177.0% |
| Admin fee / account holder | $343 | $236+45.6% | $9,462-96.4% | $433-20.7% |