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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,404 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,741 | $65,125-19.0% | $143,797-63.3% | $66,949-21.2% |
| Participation rate | 18.9% | 65.2%-46.3pp | 80.3%-61.4pp | 69.8%-50.9pp |
| Annual return | -20.37% | -11.13%-9.2pp | -0.04%-20.3pp | 1.57%-21.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,473 | $2,920-15.3% | $5,638-56.1% | $4,239-41.7% |
| Admin fee / account holder | $299 | $503-40.5% | $14,679-98.0% | $594-49.6% |