Filed November 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $36,158 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $24,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,734 | $46,332-35.8% | $143,797-79.3% | $64,824-54.1% |
| Participation rate | 30.8% | 64.2%-33.4pp | 80.3%-49.5pp | 71.5%-40.6pp |
| Annual return | -14.41% | -10.05%-4.4pp | -0.04%-14.4pp | 32.84%-47.3pp |
| Employer contribution / active EE | $556 | $1,911-70.9% | $4,952-88.8% | $2,507-77.8% |
| Participant deferral / active EE | $1,854 | $2,647-30.0% | $5,638-67.1% | $4,311-57.0% |
| Admin fee / account holder | $157 | $154+2.1% | $14,679-98.9% | $188-16.3% |