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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 99 | Other Fees | $14,645 |
Filed as: PLAN DESIGN CONSULTANTS Service code 49 | Other Services | $8,263 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 99 · EIN 33-0901543 | Other Fees | $0 |
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 | $264,939 | $104,497+153.5% | $159,487+66.1% | $79,389+233.7% |
| Participation rate | 88.0% | 76.6%+11.3pp | 82.8%+5.1pp | 70.7%+17.3pp |
| Annual return | 15.95% | 67.98%-52.0pp | 263.71%-247.8pp | 116.89%-100.9pp |
| Employer contribution / active EE | $9,774 | $3,418+186.0% | $4,831+102.3% | $2,428+302.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $700 | $711-1.7% | $10,804-93.5% | $626+11.7% |