Filed June 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Participants) | $26,663 |
Filed as: THE ANGELL PENSION GROUP Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $18,783 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $12,083 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,509 | $46,292-31.9% | $143,757-78.1% | $64,808-51.4% |
| Participation rate | 81.2% | 64.2%+17.0pp | 80.3%+0.9pp | 71.5%+9.8pp |
| Annual return | -15.22% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,123 | $1,910-41.2% | $4,951-77.3% | $2,506-55.2% |
| Participant deferral / active EE | $2,940 | $2,646+11.1% | $5,637-47.9% | $4,310-31.8% |
| Admin fee / account holder | $186 | $154+21.0% | $14,673-98.7% | $188-1.0% |