Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $98,463 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $43,098 |
Filed as: ALDRICH CPAS AND ADVISORS Service code 10 · EIN 93-0623286 | Accounting | $10,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,805 | $82,188+9.3% | $125,391-28.4% | $64,824+38.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.67% | 3.50%-19.2pp | 572.41%-588.1pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,535 | $3,617-29.9% | $4,816-47.4% | $2,507+1.1% |
| Participant deferral / active EE | $7,440 | $7,177+3.7% | $7,448-0.1% | $4,311+72.6% |
| Admin fee / account holder | $312 | $163+91.0% | $10,009-96.9% | $188+66.0% |