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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,212 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $9,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,956 | $51,226-18.1% | $82,744-49.3% | $66,938-37.3% |
| Participation rate | 50.0% | 67.9%-17.9pp | 72.6%-22.6pp | 69.8%-19.8pp |
| Annual return | -3.34% | -9.61%+6.3pp | 702.22%-705.6pp | 1.58%-4.9pp |
| Employer contribution / active EE | $2,189 | $2,612-16.2% | $3,008-27.2% | $2,545-14.0% |
| Participant deferral / active EE | $5,264 | $3,460+52.2% | $4,395+19.8% | $4,238+24.2% |
| Admin fee / account holder | $206 | $416-50.5% | $5,325-96.1% | $594-65.4% |