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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $39,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,637 |
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 | $134,790 | $98,982+36.2% | $162,171-16.9% | $65,185+106.8% |
| Participation rate | 96.1% | 85.8%+10.3pp | 87.6%+8.6pp | 70.2%+25.9pp |
| Annual return | 21.62% | 24.84%-3.2pp | 115.60%-94.0pp | 29.38%-7.8pp |
| Employer contribution / active EE | $4,475 | $3,467+29.1% | $5,613-20.3% | $2,177+105.6% |
| Participant deferral / active EE | $9,810 | $5,384+82.2% | $7,297+34.4% | $3,514+179.2% |
| Admin fee / account holder | $505 | $596-15.2% | $10,843-95.3% | $847-40.3% |