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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 | $122,239+37.2% | $184,200-8.9% | $74,546+125.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 15.79% | 19.95%-4.2pp | 28.80%-13.0pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $6,516 | $4,537+43.6% | $6,424+1.4% | $2,624+148.3% |
| Participant deferral / active EE | $12,320 | $7,139+72.6% | $9,132+34.9% | $4,347+183.4% |
| Admin fee / account holder | $531 | $1,260-57.9% | $13,907-96.2% | $1,944-72.7% |