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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,408 |
Service code 27 · EIN 92-2678185 | Advisory (Plan) | $10,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,835 | $91,424+39.8% | $135,942-6.0% | $71,495+78.8% |
| Participation rate | 66.0% | 75.7%-9.7pp | 81.9%-15.9pp | 67.9%-1.9pp |
| Annual return | 19.77% | 29.90%-10.1pp | 68.28%-48.5pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,693 | $3,704-54.3% | $4,858-65.1% | $2,589-34.6% |
| Participant deferral / active EE | $7,835 | $7,092+10.5% | $7,759+1.0% | $4,291+82.6% |
| Admin fee / account holder | $442 | $1,266-65.1% | $10,764-95.9% | $1,588-72.2% |