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 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 | $78,562+16.4% | $105,608-13.4% | $74,429+22.8% |
| Participation rate | 52.9% | 72.8%-19.9pp | 75.3%-22.4pp | 67.2%-14.4pp |
| Annual return | 12.45% | 15.94%-3.5pp | 116.50%-104.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,446 | $2,521-3.0% | $3,167-22.8% | $2,625-6.8% |
| Participant deferral / active EE | $3,333 | $4,321-22.9% | $5,010-33.5% | $4,348-23.4% |
| Admin fee / account holder | $272 | $2,217-87.7% | $11,028-97.5% | $1,944-86.0% |