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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 | $101,539+60.9% | $147,041+11.1% | $74,400+119.6% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 17.10% | 8740.84%-8723.7pp | 419.21%-402.1pp | 1367.51%-1350.4pp |
| Employer contribution / active EE | $6,541 | $3,811+71.6% | $4,935+32.5% | $2,624+149.2% |
| Participant deferral / active EE | $17,780 | $7,304+143.4% | $8,071+120.3% | $4,348+308.9% |
| Admin fee / account holder | $312 | $1,749-82.1% | $13,006-97.6% | $1,944-83.9% |