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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,502 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 | Contract Administrator | $26,646 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,028 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,208 | $65,390+120.5% | $169,368-14.9% | $71,457+101.8% |
| Participation rate | 50.8% | 67.0%-16.2pp | 77.1%-26.4pp | 67.9%-17.1pp |
| Annual return | 13.77% | 21.31%-7.5pp | 405.60%-391.8pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,838 | $2,079-11.6% | $4,013-54.2% | $2,588-29.0% |
| Participant deferral / active EE | $4,985 | $4,367+14.2% | $6,221-19.9% | $4,289+16.2% |
| Admin fee / account holder | $572 | $1,324-56.8% | $9,003-93.6% | $1,587-63.9% |