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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,728 |
Service code 11 · EIN 93-1098102 | Actuarial | $25,355 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $15,289 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,944 | $104,482+127.7% | $159,455+49.2% | $79,393+199.7% |
| Participation rate | 78.0% | 76.6%+1.4pp | 82.8%-4.8pp | 70.7%+7.3pp |
| Annual return | 16.54% | 67.96%-51.4pp | 263.63%-247.1pp | 116.87%-100.3pp |
| Employer contribution / active EE | $2,462 | $3,416-27.9% | $4,830-49.0% | $2,428+1.4% |
| Participant deferral / active EE | $2,590 | $6,467-59.9% | $7,353-64.8% | $4,046-36.0% |
| Admin fee / account holder | $443 | $711-37.8% | $10,800-95.9% | $627-29.4% |