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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,363 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $18,522 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,917 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,200 | $106,247-40.5% | $147,096-57.0% | $77,714-18.7% |
| Participation rate | 80.7% | 78.4%+2.3pp | 82.2%-1.5pp | 70.6%+10.1pp |
| Annual return | 18.95% | 56.87%-37.9pp | 419.75%-400.8pp | 31.26%-12.3pp |
| Employer contribution / active EE | $2,512 | $4,069-38.3% | $4,936-49.1% | $2,727-7.9% |
| Participant deferral / active EE | $8,477 | $7,996+6.0% | $8,071+5.0% | $4,649+82.3% |
| Admin fee / account holder | $294 | $338-13.0% | $13,005-97.7% | $433-32.1% |