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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $29,119 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,423 | $78,607+16.3% | $105,624-13.4% | $74,478+22.8% |
| Participation rate | 52.9% | 72.8%-19.9pp | 75.3%-22.4pp | 67.2%-14.4pp |
| Annual return | 12.45% | 15.96%-3.5pp | 116.20%-103.8pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,446 | $2,523-3.1% | $3,168-22.8% | $2,626-6.9% |
| Participant deferral / active EE | $3,333 | $4,325-22.9% | $5,013-33.5% | $4,350-23.4% |
| Admin fee / account holder | $272 | $2,220-87.8% | $10,961-97.5% | $1,946-86.0% |