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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,753 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,804 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,985 | $80,731+25.1% | $103,374-2.3% | $74,546+35.5% |
| Participation rate | 96.3% | 65.7%+30.7pp | 74.5%+21.8pp | 67.2%+29.1pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.89%-24.9pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $2,618 | $3,158-17.1% | $3,869-32.3% | $2,624-0.2% |
| Participant deferral / active EE | $6,596 | $3,860+70.9% | $5,058+30.4% | $4,347+51.7% |
| Admin fee / account holder | $164 | $2,369-93.1% | $8,394-98.0% | $1,944-91.6% |