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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,790 |
NFP RETIREMENT INC4 years Service code 16 · EIN 33-0905143 | Consulting | $13,919 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,948 | $56,540+20.2% | $185,849-63.4% | $86,821-21.7% |
| Participation rate | 11.7% | 65.5%-53.9pp | 81.7%-70.0pp | 72.3%-60.6pp |
| Annual return | 16.08% | 118.20%-102.1pp | 122.10%-106.0pp | 97.94%-81.9pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $2,001 | $2,555-21.7% | $5,569-64.1% | $4,132-51.6% |
| Admin fee / account holder | $9 | $150-94.2% | $16,244-99.9% | $170-94.9% |