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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $5,499 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,547 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,463 |
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 | $42,393 | $76,551-44.6% | $123,894-65.8% | $62,881-32.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.65% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $4,642 | $2,882+61.1% | $4,617+0.6% | $2,281+103.5% |
| Participant deferral / active EE | $7,341 | $4,840+51.7% | $5,984+22.7% | $3,203+129.2% |
| Admin fee / account holder | $14 | $4,826-99.7% | $8,357-99.8% | $4,296-99.7% |