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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $51,107 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,947 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,827 | $88,324-69.6% | $115,038-76.7% | $55,191-51.4% |
| Participation rate | 83.5% | 72.5%+11.0pp | 81.4%+2.2pp | 69.2%+14.4pp |
| Annual return | 11.44% | 6.30%+5.1pp | 26.14%-14.7pp | 10.78%+0.7pp |
| Employer contribution / active EE | $3,779 | $2,805+34.7% | $4,608-18.0% | $1,899+99.0% |
| Participant deferral / active EE | $7,096 | $5,042+40.7% | $6,026+17.7% | $3,046+132.9% |
| Admin fee / account holder | $65 | $105-38.6% | $8,175-99.2% | $91-28.7% |