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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $146,241 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $86,242 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,919 | $106,110-51.1% | $147,005-64.7% | $77,671-33.2% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 21.40% | 56.77%-35.4pp | 418.76%-397.4pp | 31.21%-9.8pp |
| Employer contribution / active EE | $3,964 | $4,065-2.5% | $4,934-19.7% | $2,726+45.4% |
| Participant deferral / active EE | $13,030 | $7,992+63.0% | $8,070+61.5% | $4,648+180.3% |
| Admin fee / account holder | $200 | $338-40.7% | $13,006-98.5% | $430-53.5% |