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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,775 |
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 | $115,718 | $84,493+37.0% | $125,381-7.7% | $66,938+72.9% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.7pp | 69.8%+24.2pp |
| Annual return | -16.16% | -8.49%-7.7pp | 572.31%-588.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $5,060 | $3,554+42.4% | $4,815+5.1% | $2,545+98.8% |
| Participant deferral / active EE | $13,185 | $6,783+94.4% | $7,448+77.0% | $4,238+211.1% |
| Admin fee / account holder | $323 | $685-52.8% | $10,007-96.8% | $594-45.5% |