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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,966 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,661 |
ACTUARIAL BENEFITS CORP3 years Service code 13 · EIN 20-1054428 | Contract Administrator | $4,714 |
Service code 27 P O BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $2,942 |
Filed as: ACCELERATE INVESTMENTS ADVISORS LLC Service code 27 120 VANTIS DR SUITE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $1,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,391 | $68,412-10.3% | $94,679-35.2% | $75,181-18.3% |
| Participation rate | 89.5% | 76.1%+13.4pp | 80.8%+8.6pp | 67.2%+22.3pp |
| Annual return | 18.86% | 616.91%-598.1pp | 156.75%-137.9pp | 160.69%-141.8pp |
| Employer contribution / active EE | $910 | $2,701-66.3% | $3,673-75.2% | $2,671-65.9% |
| Participant deferral / active EE | $8,432 | $6,537+29.0% | $7,417+13.7% | $4,126+104.4% |
| Admin fee / account holder | $340 | $5,326-93.6% | $7,233-95.3% | $5,650-94.0% |