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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,710 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,256 |
Filed as: ROTHGERBER CHRISTIE LLP Service code 27 · EIN 86-0095078 | Advisory (Plan) | $13,823 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,335 | $76,112+361.6% | $96,534+264.0% | $71,511+391.3% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+19.9pp | 67.9%+28.0pp |
| Annual return | 16.57% | 22.81%-6.2pp | 25.88%-9.3pp | 28.86%-12.3pp |
| Employer contribution / active EE | $27,987 | $2,248+1145.0% | $2,965+843.8% | $2,589+980.9% |
| Participant deferral / active EE | $5,226 | $4,217+23.9% | $4,851+7.7% | $4,291+21.8% |
| Admin fee / account holder | $361 | $2,708-86.7% | $8,253-95.6% | $1,588-77.3% |