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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 | $102,385+166.1% | $147,080+85.3% | $80,935+236.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.84% | 135.09%-120.3pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $30,948 | $3,717+732.6% | $4,933+527.3% | $2,757+1022.6% |
| Participant deferral / active EE | $12,089 | $6,651+81.8% | $8,066+49.9% | $4,299+181.2% |
| Admin fee / account holder | $135 | $7,951-98.3% | $12,989-99.0% | $6,924-98.1% |