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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 | $55,470+50.1% | $155,556-46.5% | $74,478+11.8% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.5pp | 67.2%+2.5pp |
| Annual return | 11.83% | 269.80%-258.0pp | 64.84%-53.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $4,206 | $2,267+85.6% | $4,675-10.0% | $2,626+60.1% |
| Participant deferral / active EE | $3,637 | $2,838+28.2% | $5,631-35.4% | $4,350-16.4% |
| Admin fee / account holder | $586 | $1,744-66.4% | $15,885-96.3% | $1,946-69.9% |