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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,822 |
NFP RETIREMENT INC1 year Filed as: NFP CORP Service code 27 · EIN 13-4029115 | Advisory (Plan) | $42,127 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,711 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,434 | $103,024-61.7% | $112,040-64.8% | $79,634-50.5% |
| Participation rate | 94.2% | 80.6%+13.6pp | 76.5%+17.7pp | 62.5%+31.7pp |
| Annual return | 14.10% | 17.60%-3.5pp | 24.52%-10.4pp | 36.46%-22.4pp |
| Employer contribution / active EE | $1,216 | $3,015-59.7% | $2,954-58.8% | $2,529-51.9% |
| Participant deferral / active EE | $4,784 | $5,233-8.6% | $5,098-6.1% | $3,835+24.8% |
| Admin fee / account holder | $170 | $465-63.5% | $12,098-98.6% | $1,002-83.1% |