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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 11-1000111 | Other Fees | $50,457 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $37,468 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,104 | $91,474+75.0% | $135,982+17.7% | $71,529+123.8% |
| Participation rate | 49.5% | 75.7%-26.2pp | 81.9%-32.4pp | 67.9%-18.5pp |
| Annual return | 16.08% | 29.89%-13.8pp | 68.32%-52.2pp | 28.97%-12.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $370 | $1,267-70.8% | $10,767-96.6% | $1,588-76.7% |