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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,837 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,016 | $136,307+118.6% | $177,821+67.6% | $73,488+305.5% |
| Participation rate | 86.8% | 86.1%+0.7pp | 87.7%-0.9pp | 70.7%+16.1pp |
| Annual return | 12.26% | 18.68%-6.4pp | 48.32%-36.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,274 | $3,712+15.1% | $5,918-27.8% | $2,270+88.3% |
| Participant deferral / active EE | $11,580 | $5,829+98.7% | $7,714+50.1% | $3,740+209.7% |
| Admin fee / account holder | $304 | $596-49.0% | $12,427-97.6% | $513-40.8% |