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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $57,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,597 |
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 | $147,381 | $432,047-65.9% | $151,628-2.8% | - |
| Participation rate | 100.0% | 83.9%+16.1pp | 87.5%+12.5pp | - |
| Annual return | -17.01% | -11.21%-5.8pp | 3.34%-20.3pp | - |
| Employer contribution / active EE | $8,100 | $4,228+91.6% | $6,165+31.4% | - |
| Participant deferral / active EE | $11,513 | $7,208+59.7% | $8,363+37.7% | - |
| Admin fee / account holder | $628 | $147,941-99.6% | $11,613-94.6% | - |