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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,714 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,811 | $79,523+38.1% | $140,019-21.6% | $56,287+95.1% |
| Participation rate | 97.1% | 85.7%+11.4pp | 87.5%+9.6pp | 69.9%+27.2pp |
| Annual return | -3.65% | 2.39%-6.0pp | 651.15%-654.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $4,899 | $3,350+46.2% | $5,605-12.6% | $2,111+132.1% |
| Participant deferral / active EE | $9,436 | $5,129+84.0% | $6,927+36.2% | $3,350+181.7% |
| Admin fee / account holder | $533 | $614-13.2% | $10,705-95.0% | $521+2.4% |