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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $47,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,594 |
BATES COUGHTRY REISS LLP1 year Filed as: BATES, COUGHTRY REISS LLP Service code 10 · EIN 95-3037112 | Accounting | $8,500 |
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 | $142,729 | $73,638+93.8% | $95,964+48.7% | $73,497+94.2% |
| Participation rate | 97.2% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 16.18% | 16.78%-0.6pp | 91.64%-75.5pp | 28.51%-12.3pp |
| Employer contribution / active EE | $6,133 | $1,863+229.2% | $2,541+141.3% | $2,270+170.2% |
| Participant deferral / active EE | $5,490 | $3,617+51.8% | $4,167+31.8% | $3,740+46.8% |
| Admin fee / account holder | $538 | $482+11.7% | $6,797-92.1% | $513+4.9% |