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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $21,387 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,367 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 2255 GLADES ROAD · BOCA RATON, FL 33431 | Accounting | $11,000 |
THE BENEFIT PRACTICE4 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $1,463 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,477 | $49,451-20.2% | $79,580-50.4% | $66,938-41.0% |
| Participation rate | 44.2% | 61.3%-17.2pp | 69.5%-25.3pp | 69.8%-25.7pp |
| Annual return | -15.91% | 84.25%-100.2pp | 0.15%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,364 | $1,266+7.7% | $2,413-43.5% | $2,545-46.4% |
| Participant deferral / active EE | $2,306 | $3,159-27.0% | $3,985-42.1% | $4,238-45.6% |
| Admin fee / account holder | $416 | $595-30.0% | $6,835-93.9% | $594-29.8% |