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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $27,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,715 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,324 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,570 | $101,672-35.5% | $147,117-55.4% | $74,478-12.0% |
| Participation rate | 78.9% | 75.5%+3.3pp | 82.2%-3.3pp | 67.2%+11.6pp |
| Annual return | 22.50% | 8757.83%-8735.3pp | 420.54%-398.0pp | 1370.56%-1348.1pp |
| Employer contribution / active EE | $5,642 | $3,813+48.0% | $4,932+14.4% | $2,626+114.8% |
| Participant deferral / active EE | $10,825 | $7,305+48.2% | $8,065+34.2% | $4,350+148.8% |
| Admin fee / account holder | $278 | $1,753-84.1% | $12,993-97.9% | $1,946-85.7% |