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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,053 | $62,928+44.7% | $172,753-47.3% | $67,582+34.7% |
| Participation rate | 25.8% | 64.5%-38.7pp | 82.6%-56.9pp | 71.3%-45.5pp |
| Annual return | 20.68% | 30.36%-9.7pp | 803.00%-782.3pp | 378.57%-357.9pp |
| Employer contribution / active EE | $301 | $1,636-81.6% | $5,144-94.1% | $2,148-86.0% |
| Participant deferral / active EE | $883 | $2,145-58.8% | $5,198-83.0% | $3,539-75.1% |
| Admin fee / account holder | $136 | $167-18.5% | $13,956-99.0% | $142-4.6% |