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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) | $16,671 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,317 |
KUBHERA ENTERPRISES4 years Service code 27 · EIN 27-0777624 | Advisory (Plan) | $5,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,319 | $50,815-28.5% | $155,509-76.6% | $77,643-53.2% |
| Participation rate | 13.9% | 63.1%-49.2pp | 78.2%-64.3pp | 70.6%-56.7pp |
| Annual return | 15.86% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $405 | $1,993-79.7% | $4,672-91.3% | $2,726-85.2% |
| Participant deferral / active EE | $860 | $2,822-69.5% | $5,626-84.7% | $4,647-81.5% |
| Admin fee / account holder | $206 | $437-52.8% | $15,912-98.7% | $430-52.1% |