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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,309 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,350 | $110,258-83.4% | $102,460-82.1% | $200,096-90.8% |
| Participation rate | 57.4% | 86.3%-28.9pp | 76.5%-19.1pp | 72.0%-14.6pp |
| Annual return | 0.00% | 35.78%-35.8pp | 29.47%-29.5pp | 34.26%-34.3pp |
| Employer contribution / active EE | $2,507 | $3,605-30.4% | $3,025-17.1% | $3,038-17.5% |
| Participant deferral / active EE | $3,129 | $6,377-50.9% | $5,056-38.1% | $5,090-38.5% |
| Admin fee / account holder | $73 | $122-39.9% | $9,460-99.2% | $269-72.7% |