Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Advisory (Plan) | $8,684 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,919 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $747 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,846 | $50,464-72.6% | $75,784-81.7% | $52,331-73.5% |
| Participation rate | 81.8% | 66.8%+15.0pp | 75.8%+6.0pp | 68.1%+13.7pp |
| Annual return | -0.63% | 1.03%-1.7pp | 9.68%-10.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $682 | $1,988-65.7% | $3,323-79.5% | $1,882-63.8% |
| Participant deferral / active EE | $1,611 | $2,570-37.3% | $3,652-55.9% | $3,022-46.7% |
| Admin fee / account holder | $96 | $1,103-91.3% | $5,300-98.2% | $592-83.7% |