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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $24,435 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,413 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 2255 GLADES ROAD · BOCA RATON, FL 33431 | Accounting | $13,282 |
THE BENEFIT PRACTICE5 years Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Other Services | $2,871 |
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 | $49,042 | $54,717-10.4% | $86,209-43.1% | $71,495-31.4% |
| Participation rate | 39.3% | 60.1%-20.8pp | 69.0%-29.6pp | 67.9%-28.6pp |
| Annual return | 15.73% | 20.07%-4.3pp | 1169.05%-1153.3pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,571 | $1,267+24.0% | $2,381-34.0% | $2,589-39.3% |
| Participant deferral / active EE | $2,944 | $3,110-5.4% | $3,986-26.2% | $4,291-31.4% |
| Admin fee / account holder | $524 | $1,922-72.7% | $6,853-92.3% | $1,588-67.0% |