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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,919 | $106,264-51.1% | $147,117-64.7% | $77,762-33.2% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 21.40% | 56.94%-35.5pp | 420.54%-399.1pp | 31.27%-9.9pp |
| Employer contribution / active EE | $3,964 | $4,074-2.7% | $4,932-19.6% | $2,728+45.3% |
| Participant deferral / active EE | $13,030 | $8,003+62.8% | $8,065+61.6% | $4,651+180.2% |
| Admin fee / account holder | $200 | $334-40.1% | $12,993-98.5% | $433-53.7% |