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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,348 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,914 | $71,142+81.2% | $119,622+7.8% | $64,819+98.9% |
| Participation rate | 91.1% | 78.6%+12.5pp | 79.3%+11.8pp | 71.5%+19.6pp |
| Annual return | -16.58% | -10.01%-6.6pp | -14.98%-1.6pp | 32.84%-49.4pp |
| Employer contribution / active EE | $4,106 | $2,497+64.4% | $4,232-3.0% | $2,507+63.8% |
| Participant deferral / active EE | $6,216 | $4,490+38.4% | $5,601+11.0% | $4,311+44.2% |
| Admin fee / account holder | $63 | $162-61.3% | $10,328-99.4% | $188-66.6% |