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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,680 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0909143 | Advisory (Plan) | $29,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,753 | $91,439+107.5% | $135,974+39.6% | $71,511+165.3% |
| Participation rate | 98.1% | 75.7%+22.5pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | 20.90% | 29.90%-9.0pp | 68.30%-47.4pp | 28.86%-8.0pp |
| Employer contribution / active EE | $2,655 | $3,705-28.3% | $4,859-45.4% | $2,589+2.5% |
| Participant deferral / active EE | $11,588 | $7,093+63.4% | $7,760+49.3% | $4,291+170.1% |
| Admin fee / account holder | $537 | $1,267-57.6% | $10,767-95.0% | $1,588-66.2% |