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| Provider | Service type | Compensation |
|---|---|---|
STAN CORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $26,984 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,744 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION CONSULTANT, INC Service code 19 · EIN 06-1504963 | Securities Custodian | $2,732 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,056 | $46,732-42.1% | $156,552-82.7% | $55,167-51.0% |
| Participation rate | 71.3% | 65.8%+5.5pp | 84.0%-12.7pp | 69.0%+2.4pp |
| Annual return | 7.42% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,434 | $2,105-31.9% | $5,501-73.9% | $1,963-26.9% |
| Participant deferral / active EE | $2,705 | $2,204+22.7% | $4,871-44.5% | $3,054-11.4% |
| Admin fee / account holder | $264 | $418-37.0% | $13,028-98.0% | $504-47.7% |