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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $18,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $420 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,471 | $102,393+166.1% | $147,041+85.3% | $80,911+236.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.84% | 134.95%-120.1pp | 419.21%-404.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $30,948 | $3,715+733.0% | $4,935+527.1% | $2,756+1023.0% |
| Participant deferral / active EE | $12,089 | $6,647+81.9% | $8,071+49.8% | $4,297+181.3% |
| Admin fee / account holder | $135 | $7,943-98.3% | $13,006-99.0% | $6,935-98.1% |