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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC8 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $65,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,744 | $122,063+37.4% | $184,256-9.0% | $74,478+125.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.79% | 19.92%-4.1pp | 28.85%-13.1pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $6,516 | $4,539+43.6% | $6,427+1.4% | $2,626+148.1% |
| Participant deferral / active EE | $12,320 | $7,144+72.4% | $9,133+34.9% | $4,350+183.2% |
| Admin fee / account holder | $531 | $1,253-57.6% | $13,899-96.2% | $1,946-72.7% |