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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,129 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,258 |
BATES COUGHTRY REISS LLP1 year Filed as: BATES CAUGHTRY REISS LLP Service code 10 · EIN 93-6239749 | Accounting | $8,500 |
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.
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 | $138,687 | $65,378+112.1% | $87,103+59.2% | $65,186+112.8% |
| Participation rate | 88.8% | 75.3%+13.5pp | 76.9%+11.9pp | 70.2%+18.6pp |
| Annual return | 17.33% | 31.28%-13.9pp | 28.19%-10.9pp | 29.39%-12.1pp |
| Employer contribution / active EE | $5,918 | $1,823+224.7% | $2,521+134.7% | $2,177+171.9% |
| Participant deferral / active EE | $5,639 | $3,389+66.4% | $4,049+39.3% | $3,514+60.5% |
| Admin fee / account holder | $421 | $520-19.1% | $7,491-94.4% | $847-50.3% |