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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,204 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,268 |
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.)
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 | $60,795 | $51,447+18.2% | $104,625-41.9% | $73,412-17.2% |
| Participation rate | 25.1% | 68.2%-43.1pp | 74.1%-48.9pp | 72.2%-47.0pp |
| Annual return | 17.19% | 25.06%-7.9pp | 340.60%-323.4pp | 59.30%-42.1pp |
| Employer contribution / active EE | $430 | $1,441-70.2% | $2,681-84.0% | $2,234-80.8% |
| Participant deferral / active EE | $1,261 | $3,058-58.8% | $3,738-66.3% | $3,806-66.9% |
| Admin fee / account holder | $303 | $122+148.5% | $6,465-95.3% | $158+91.9% |