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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $67,684 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $33,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,891 | $89,123-37.3% | $102,460-45.5% | $77,762-28.1% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 15.43% | 25.05%-9.6pp | 29.47%-14.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $2,981 | $2,700+10.4% | $3,025-1.5% | $2,728+9.3% |
| Participant deferral / active EE | $4,923 | $5,148-4.4% | $5,056-2.6% | $4,651+5.9% |
| Admin fee / account holder | $148 | $236-37.4% | $9,460-98.4% | $433-65.9% |