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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,916 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,025 |
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 | $77,778 | $71,523+8.7% | $98,461-21.0% | $71,511+8.8% |
| Participation rate | 51.9% | 72.7%-20.8pp | 75.2%-23.3pp | 67.9%-16.1pp |
| Annual return | 20.27% | 32.43%-12.2pp | 21.17%-0.9pp | 28.86%-8.6pp |
| Employer contribution / active EE | $2,328 | $2,399-3.0% | $3,049-23.6% | $2,589-10.1% |
| Participant deferral / active EE | $3,138 | $4,109-23.6% | $4,738-33.8% | $4,291-26.9% |
| Admin fee / account holder | $218 | $1,676-87.0% | $8,961-97.6% | $1,588-86.3% |