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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 | $101,591-35.5% | $147,096-55.4% | $74,429-11.9% |
| Participation rate | 78.9% | 75.5%+3.3pp | 82.2%-3.3pp | 67.2%+11.7pp |
| Annual return | 22.50% | 8746.45%-8723.9pp | 419.75%-397.2pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $5,642 | $3,813+48.0% | $4,936+14.3% | $2,625+115.0% |
| Participant deferral / active EE | $10,825 | $7,302+48.2% | $8,071+34.1% | $4,348+148.9% |
| Admin fee / account holder | $278 | $1,750-84.1% | $13,005-97.9% | $1,944-85.7% |