See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6+ years Filed as: NFP RETIREMENT INC DBA 401K Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $17,796 |
Filed as: GREAT - WEST LIFE & ANNUITY COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,552 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,802 | $61,473-41.8% | $81,930-56.3% | $73,409-51.2% |
| Participation rate | 23.7% | 72.4%-48.7pp | 72.0%-48.3pp | 72.2%-48.5pp |
| Annual return | 12.11% | 28.26%-16.2pp | 29.49%-17.4pp | 59.29%-47.2pp |
| Employer contribution / active EE | $597 | $1,898-68.6% | $4,310-86.2% | $2,234-73.3% |
| Participant deferral / active EE | $908 | $3,080-70.5% | $7,107-87.2% | $3,805-76.1% |
| Admin fee / account holder | $266 | $125+111.9% | $5,158-94.8% | $158+68.4% |