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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $56,522 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $39,976 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,598 | $78,562-28.0% | $105,608-46.4% | $74,429-24.0% |
| Participation rate | 93.5% | 72.8%+20.7pp | 75.3%+18.2pp | 67.2%+26.3pp |
| Annual return | 15.50% | 15.94%-0.4pp | 116.50%-101.0pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $3,434 | $2,521+36.2% | $3,167+8.4% | $2,625+30.8% |
| Participant deferral / active EE | $6,392 | $4,321+47.9% | $5,010+27.6% | $4,348+47.0% |
| Admin fee / account holder | $195 | $2,217-91.2% | $11,028-98.2% | $1,944-90.0% |