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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,194 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,281 |
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 | $70,829 | $86,922-18.5% | $102,438-30.9% | $80,874-12.4% |
| Participation rate | 98.7% | 72.4%+26.3pp | 76.5%+22.2pp | 67.6%+31.0pp |
| Annual return | 13.54% | 18.90%-5.4pp | 29.37%-15.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $4,940 | $2,369+108.5% | $3,024+63.4% | $2,756+79.3% |
| Participant deferral / active EE | $10,533 | $4,119+155.7% | $5,054+108.4% | $4,297+145.1% |
| Admin fee / account holder | $379 | $8,050-95.3% | $9,448-96.0% | $6,935-94.5% |