Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7+ years Filed as: NFP RETIREMENT INC DBA 401K Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $22,724 |
Filed as: GREAT - WEST LIFE & ANNUITY COM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,279 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,825 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,675 | $59,584-21.7% | $86,615-46.1% | $79,391-41.2% |
| Participation rate | 33.2% | 67.7%-34.5pp | 71.6%-38.4pp | 70.7%-37.5pp |
| Annual return | 14.33% | 23.15%-8.8pp | 63.51%-49.2pp | 116.88%-102.6pp |
| Employer contribution / active EE | $943 | $1,768-46.7% | $2,496-62.2% | $2,428-61.2% |
| Participant deferral / active EE | $1,338 | $3,036-55.9% | $3,699-63.8% | $4,046-66.9% |
| Admin fee / account holder | $371 | $604-38.6% | $5,830-93.6% | $627-40.8% |