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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,571 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,748 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,413 | $101,499+61.0% | $147,005+11.2% | $74,546+119.2% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 17.10% | 8732.34%-8715.2pp | 418.76%-401.7pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $6,541 | $3,811+71.6% | $4,934+32.6% | $2,624+149.2% |
| Participant deferral / active EE | $17,780 | $7,304+143.4% | $8,070+120.3% | $4,347+309.0% |
| Admin fee / account holder | $312 | $1,748-82.1% | $13,006-97.6% | $1,944-83.9% |