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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,502 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,480 | $27,826+182.0% | $65,566+19.7% | $71,511+9.7% |
| Participation rate | 88.3% | 57.6%+30.7pp | 64.9%+23.4pp | 67.9%+20.4pp |
| Annual return | 17.87% | 41.56%-23.7pp | 47.40%-29.5pp | 28.86%-11.0pp |
| Employer contribution / active EE | $1,363 | $1,405-3.0% | $1,692-19.4% | $2,589-47.3% |
| Participant deferral / active EE | $3,169 | $1,861+70.3% | $2,832+11.9% | $4,291-26.1% |
| Admin fee / account holder | $242 | $3,850-93.7% | $4,114-94.1% | $1,588-84.8% |