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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,740 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 50 120 VANTIS · ALISO VIEJO, CA 92656 | Direct Payment | $6,853 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,890 | $99,168-51.7% | $96,576-50.4% | $74,440-35.7% |
| Participation rate | 96.7% | 80.7%+16.1pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 16.61% | 22.40%-5.8pp | 25.87%-9.3pp | 34.37%-17.8pp |
| Employer contribution / active EE | $2,916 | $2,570+13.5% | $2,965-1.6% | $2,638+10.6% |
| Participant deferral / active EE | $4,549 | $4,936-7.8% | $4,851-6.2% | $4,529+0.5% |
| Admin fee / account holder | $103 | $225-54.3% | $8,253-98.8% | $348-70.5% |