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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,992 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $19,390 |
QBI, LLC1 year Service code 13 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,245 | $72,486-22.4% | $87,103-35.4% | $72,976-22.9% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 20.06% | 24.46%-4.4pp | 28.19%-8.1pp | 81.02%-61.0pp |
| Employer contribution / active EE | $507 | $1,894-73.2% | $2,521-79.9% | $2,440-79.2% |
| Participant deferral / active EE | $3,646 | $3,270+11.5% | $4,049-9.9% | $3,608+1.1% |
| Admin fee / account holder | $479 | $5,055-90.5% | $7,491-93.6% | $5,124-90.7% |