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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,869 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $21,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,376 | $42,901+45.4% | $91,220-31.6% | $64,808-3.8% |
| Participation rate | 21.4% | 68.1%-46.8pp | 73.2%-51.8pp | 71.5%-50.1pp |
| Annual return | -18.32% | -13.53%-4.8pp | 114.01%-132.3pp | 32.82%-51.1pp |
| Employer contribution / active EE | $579 | $1,571-63.1% | $2,850-79.7% | $2,506-76.9% |
| Participant deferral / active EE | $1,181 | $3,501-66.3% | $4,234-72.1% | $4,310-72.6% |
| Admin fee / account holder | $432 | $131+229.2% | $5,420-92.0% | $188+129.9% |