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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,500 |
Service code 11 · EIN 93-1098102 | Actuarial | $23,874 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,165 | $73,102+121.8% | $123,553+31.3% | $56,289+188.1% |
| Participation rate | 73.9% | 74.3%-0.4pp | 82.3%-8.4pp | 69.9%+4.0pp |
| Annual return | -5.34% | 3.01%-8.3pp | 119.21%-124.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,736 | $2,977-8.1% | $4,628-40.9% | $2,111+29.6% |
| Participant deferral / active EE | $2,725 | $5,423-49.8% | $6,426-57.6% | $3,350-18.7% |
| Admin fee / account holder | $308 | $554-44.3% | $9,284-96.7% | $521-40.8% |