Filed February 22, 2022
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 |
|---|---|---|
RENAUD PLLC1 year Service code 99 · EIN 80-0656436 | Other Fees | $13,219 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 99 · EIN 20-1941665 | Other Fees | $12,242 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,300 | $46,966-73.8% | $185,117-93.4% | $69,631-82.3% |
| Participation rate | 73.3% | 65.3%+8.0pp | 77.3%-4.0pp | 70.7%+2.6pp |
| Annual return | 11.14% | 22.36%-11.2pp | 40.50%-29.4pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $727 | $1,360-46.6% | $4,182-82.6% | $2,032-64.2% |
| Participant deferral / active EE | $2,105 | $3,017-30.2% | $5,045-58.3% | $3,224-34.7% |
| Admin fee / account holder | $14 | $94-84.6% | $8,159-99.8% | $110-86.9% |