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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $32,258 |
Filed as: METLIFE INSURANCE COMPANY Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $15,590 |
GREENLEAF TRUST6 years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $7,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,165 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24 |
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 | $49,842 | $65,092-23.4% | $143,799-65.3% | $66,938-25.5% |
| Participation rate | 86.1% | 65.2%+20.9pp | 80.3%+5.7pp | 69.8%+16.3pp |
| Annual return | -15.67% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $5,019 | $2,362+112.5% | $4,952+1.4% | $2,545+97.2% |
| Participant deferral / active EE | $2,430 | $2,920-16.8% | $5,638-56.9% | $4,238-42.7% |
| Admin fee / account holder | $413 | $502-17.8% | $14,677-97.2% | $594-30.4% |