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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP Service code 14 · EIN 52-1548008 1300 VIRGINIA DRIVE · FORT WASHINGTON, PA 19034 | Plan Administrator | $53,137 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1500 MARKET STREET · PHILADELPHIA, PA 191022101 | Recordkeeping | $26,790 |
ADVISOR RESOURCE COUNCIL2+ years Filed as: ADVISOR TRUST COMPANY Service code 19 · EIN 23-2323488 2710 CENTERVILLE ROAD #101 · WILMINGTON, DE 19808 | Securities Custodian | $5,223 |
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 | $35,696 | $68,408-47.8% | $57,196-37.6% | $57,658-38.1% |
| Participation rate | 72.9% | 79.1%-6.2pp | 75.3%-2.4pp | 70.2%+2.7pp |
| Annual return | 9.30% | 8.51%+0.8pp | 14.59%-5.3pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,444 | $2,869-49.7% | $2,683-46.2% | $1,974-26.8% |
| Participant deferral / active EE | $1,366 | $2,903-52.9% | $3,096-55.9% | $3,061-55.4% |
| Admin fee / account holder | $285 | $70+309.2% | $3,141-90.9% | $95+201.5% |