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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,277 |
BATES COUGHTRY REISS LLP1 year Filed as: BATES, CAUGHTRY REISS LLP Service code 10 · EIN 95-3037112 | Accounting | $8,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,460 | $84,940+72.4% | $111,306+31.6% | $79,389+84.5% |
| Participation rate | 95.5% | 75.9%+19.6pp | 77.3%+18.2pp | 70.7%+24.8pp |
| Annual return | 14.34% | 17.45%-3.1pp | 54.67%-40.3pp | 116.89%-102.6pp |
| Employer contribution / active EE | $6,289 | $1,979+217.7% | $2,732+130.2% | $2,428+159.0% |
| Participant deferral / active EE | $5,330 | $3,889+37.1% | $4,488+18.8% | $4,046+31.7% |
| Admin fee / account holder | $425 | $537-20.9% | $7,966-94.7% | $626-32.2% |