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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,872 |
NFP RETIREMENT INC1 year Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $21,462 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Service code 55 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Other Commissions | $1,881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,956 | $61,166-31.4% | $185,849-77.4% | $79,391-47.2% |
| Participation rate | 83.4% | 66.6%+16.8pp | 81.7%+1.7pp | 70.7%+12.7pp |
| Annual return | 12.84% | 19.45%-6.6pp | 122.10%-109.3pp | 116.88%-104.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,564 | $2,789-8.1% | $5,569-54.0% | $4,046-36.6% |
| Admin fee / account holder | $278 | $710-60.8% | $16,244-98.3% | $627-55.6% |