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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,219 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,697 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,300 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,940 | $54,701-52.6% | $86,188-69.9% | $71,457-63.7% |
| Participation rate | 67.0% | 60.1%+6.9pp | 69.0%-2.0pp | 67.9%-0.9pp |
| Annual return | 12.52% | 20.06%-7.5pp | 1168.45%-1155.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $345 | $1,265-72.7% | $2,380-85.5% | $2,588-86.7% |
| Participant deferral / active EE | $4,080 | $3,108+31.3% | $3,985+2.4% | $4,289-4.9% |
| Admin fee / account holder | $344 | $1,922-82.1% | $6,852-95.0% | $1,587-78.3% |