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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,332 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,112 |
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 | $52,577 | $58,292-9.8% | $86,640-39.3% | $71,511-26.5% |
| Participation rate | 49.7% | 65.0%-15.3pp | 71.7%-22.0pp | 67.9%-18.2pp |
| Annual return | 23.83% | 21.63%+2.2pp | 592.52%-568.7pp | 28.86%-5.0pp |
| Employer contribution / active EE | $2,263 | $2,574-12.1% | $3,024-25.2% | $2,589-12.6% |
| Participant deferral / active EE | $5,663 | $3,438+64.7% | $4,438+27.6% | $4,291+32.0% |
| Admin fee / account holder | $115 | $1,057-89.2% | $5,616-98.0% | $1,588-92.8% |