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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,426 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,594 |
DEFINITI LLC4 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $4,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,258 | $55,472+50.1% | $155,567-46.5% | $74,546+11.7% |
| Participation rate | 69.8% | 61.9%+7.8pp | 78.2%-8.4pp | 67.2%+2.5pp |
| Annual return | 11.83% | 268.72%-256.9pp | 64.74%-52.9pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $4,206 | $2,269+85.4% | $4,674-10.0% | $2,624+60.3% |
| Participant deferral / active EE | $3,637 | $2,838+28.2% | $5,628-35.4% | $4,347-16.3% |
| Admin fee / account holder | $586 | $1,743-66.4% | $15,916-96.3% | $1,944-69.9% |