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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,793 |
BRHE GROUP1 year Service code 10 · EIN 30-0394947 | Accounting | $10,300 |
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 | $126,787 | $65,437+93.8% | $86,698+46.2% | $66,949+89.4% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.5pp |
| Annual return | -16.86% | -10.91%-6.0pp | 35.96%-52.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $7,844 | $2,154+264.2% | $2,837+176.5% | $2,545+208.2% |
| Participant deferral / active EE | $6,831 | $4,102+66.5% | $4,656+46.7% | $4,239+61.1% |
| Admin fee / account holder | $453 | $642-29.4% | $7,492-94.0% | $594-23.7% |