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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Other Fees | $55,000 |
FIRST ADVANTAGE1 year Filed as: FIRST ADVANTAGE CORPORATION Service code 99 1 CONCOURSE PKWY NE STE 200 · ATLANTA, GA 30328 | Other Fees | $16,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,045 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,180 | $39,948+20.6% | $89,400-46.1% | $73,412-34.4% |
| Participation rate | 94.8% | 50.4%+44.4pp | 68.0%+26.9pp | 72.2%+22.7pp |
| Annual return | 16.58% | 50.12%-33.5pp | 245.64%-229.1pp | 59.30%-42.7pp |
| Employer contribution / active EE | $348 | $1,200-71.0% | $2,586-86.6% | $2,234-84.4% |
| Participant deferral / active EE | $6,045 | $2,193+175.7% | $3,890+55.4% | $3,806+58.8% |
| Admin fee / account holder | $65 | $134-51.8% | $4,882-98.7% | $158-59.0% |