Filed April 11, 2023
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $84,585 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,673 | $62,541-33.4% | $129,384-67.8% | $199,960-79.2% |
| Participation rate | 68.8% | 56.8%+12.0pp | 69.6%-0.9pp | 72.0%-3.2pp |
| Annual return | 11.71% | 16.95%-5.2pp | 9461.77%-9450.1pp | 34.28%-22.6pp |
| Employer contribution / active EE | $1,718 | $2,392-28.2% | $4,153-58.6% | $3,036-43.4% |
| Participant deferral / active EE | $2,651 | $3,123-15.1% | $4,166-36.4% | $5,087-47.9% |
| Admin fee / account holder | $161 | $167-3.5% | $7,686-97.9% | $269-40.2% |