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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,975 |
NFP RETIREMENT INC2 years Service code 16 · EIN 33-0905143 | Consulting | $7,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $45,953 | $62,928-27.0% | $172,753-73.4% | $67,582-32.0% |
| Participation rate | 9.8% | 64.5%-54.6pp | 82.6%-72.8pp | 71.3%-61.5pp |
| Annual return | 22.79% | 30.36%-7.6pp | 803.00%-780.2pp | 378.57%-355.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,527 | $2,145-28.8% | $5,198-70.6% | $3,539-56.9% |
| Admin fee / account holder | $3 | $167-98.3% | $13,956-100.0% | $142-98.0% |