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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 | $106,247-51.1% | $147,096-64.7% | $77,714-33.2% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 21.40% | 56.87%-35.5pp | 419.75%-398.3pp | 31.26%-9.9pp |
| Employer contribution / active EE | $3,964 | $4,069-2.6% | $4,936-19.7% | $2,727+45.4% |
| Participant deferral / active EE | $13,030 | $7,996+63.0% | $8,071+61.4% | $4,649+180.3% |
| Admin fee / account holder | $200 | $338-40.8% | $13,005-98.5% | $433-53.8% |