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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,405 | $59,417-47.1% | $93,606-66.4% | $74,495-57.8% |
| Participation rate | 38.1% | 59.7%-21.6pp | 68.7%-30.6pp | 67.2%-29.1pp |
| Annual return | 12.61% | 81.83%-69.2pp | 133.20%-120.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,075 | $1,264-14.9% | $2,420-55.6% | $2,623-59.0% |
| Participant deferral / active EE | $2,529 | $3,050-17.1% | $4,411-42.7% | $4,346-41.8% |
| Admin fee / account holder | $375 | $3,021-87.6% | $8,285-95.5% | $1,942-80.7% |