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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $40,211 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,093 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,864 | $79,223+9.6% | $102,460-15.2% | $74,478+16.6% |
| Participation rate | 60.4% | 74.8%-14.3pp | 76.5%-16.1pp | 67.2%-6.8pp |
| Annual return | 12.32% | 54.98%-42.7pp | 29.47%-17.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $908 | $2,363-61.6% | $3,025-70.0% | $2,626-65.4% |
| Participant deferral / active EE | $4,323 | $4,417-2.1% | $5,056-14.5% | $4,350-0.6% |
| Admin fee / account holder | $245 | $2,003-87.8% | $9,460-97.4% | $1,946-87.4% |