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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $24,535 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,889 |
THE BENEFIT PRACTICE6 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $1,500 |
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.)
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 | $31,405 | $59,467-47.2% | $93,727-66.5% | $74,478-57.8% |
| Participation rate | 38.1% | 59.6%-21.5pp | 68.7%-30.6pp | 67.2%-29.1pp |
| Annual return | 12.61% | 82.14%-69.5pp | 133.83%-121.2pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,075 | $1,267-15.1% | $2,421-55.6% | $2,626-59.1% |
| Participant deferral / active EE | $2,529 | $3,052-17.1% | $4,417-42.7% | $4,350-41.9% |
| Admin fee / account holder | $375 | $3,028-87.6% | $8,292-95.5% | $1,946-80.7% |