Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $65,025 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 27 · EIN 75-2817385 | Advisory (Plan) | $21,000 |
EDWARDS AND LEATHERS, P.C.2+ years Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 | Accounting | $9,000 |
IPS RIA, LLC2+ years Filed as: IPS RIA LLC Service code 27 · EIN 47-1445310 | Advisory (Plan) | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,032 | $107,378-49.7% | $108,582-50.2% | $57,658-6.3% |
| Participation rate | 96.7% | 77.1%+19.6pp | 79.6%+17.1pp | 70.2%+26.5pp |
| Annual return | 19.50% | 12.80%+6.7pp | -51.70%+71.2pp | 5.13%+14.4pp |
| Employer contribution / active EE | $1,195 | $1,782-32.9% | $3,758-68.2% | $1,974-39.4% |
| Participant deferral / active EE | $3,375 | $3,221+4.8% | $4,311-21.7% | $3,061+10.3% |
| Admin fee / account holder | $326 | $108+200.7% | $7,645-95.7% | $95+245.0% |