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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $237,942 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $220,822 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,702 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $12,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,144 | $37,418+47.4% | $77,100-28.5% | $77,906-29.2% |
| Participation rate | 43.2% | 46.9%-3.7pp | 67.9%-24.7pp | 73.7%-30.5pp |
| Annual return | -21.77% | -7.13%-14.6pp | 42.35%-64.1pp | 12.16%-33.9pp |
| Employer contribution / active EE | $1,928 | $1,200+60.7% | $2,815-31.5% | $2,846-32.3% |
| Participant deferral / active EE | $3,502 | $2,572+36.1% | $4,430-20.9% | $4,805-27.1% |
| Admin fee / account holder | $376 | $126+198.6% | $5,443-93.1% | $133+184.0% |