Filed December 9, 2021
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $42,969 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,200 |
Filed as: AGGREGATE RETIREMENT ADMIN SERVICE Service code 13 · EIN 47-1910719 | Contract Administrator | $36,775 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,150 |
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 | $55,429 | $62,686-11.6% | $178,540-69.0% | $77,736-28.7% |
| Participation rate | 57.9% | 66.9%-9.0pp | 77.1%-19.3pp | 70.6%-12.7pp |
| Annual return | 27.70% | 16.16%+11.5pp | 27.15%+0.5pp | 31.26%-3.6pp |
| Employer contribution / active EE | $1,100 | $1,914-42.5% | $3,953-72.2% | $2,728-59.7% |
| Participant deferral / active EE | $4,475 | $4,224+6.0% | $6,281-28.7% | $4,651-3.8% |
| Admin fee / account holder | $307 | $386-20.4% | $10,424-97.1% | $433-29.1% |