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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,595 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,268 |
BATES COUGHTRY REISS LLP1 year Service code 10 · EIN 93-6239749 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,763 | $59,191+144.6% | $76,767+88.6% | $56,289+157.2% |
| Participation rate | 84.4% | 75.2%+9.2pp | 77.0%+7.4pp | 69.9%+14.5pp |
| Annual return | -3.45% | 6.62%-10.1pp | 2.43%-5.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $4,492 | $1,759+155.4% | $2,485+80.7% | $2,111+112.8% |
| Participant deferral / active EE | $5,784 | $3,255+77.7% | $3,852+50.2% | $3,350+72.7% |
| Admin fee / account holder | $483 | $489-1.2% | $6,675-92.8% | $521-7.2% |