Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $36,901 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,880 |
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 | $68,134 | $84,936-19.8% | $111,303-38.8% | $79,393-14.2% |
| Participation rate | 55.4% | 75.9%-20.4pp | 77.3%-21.9pp | 70.7%-15.3pp |
| Annual return | 12.62% | 17.45%-4.8pp | 54.66%-42.0pp | 116.87%-104.3pp |
| Employer contribution / active EE | $697 | $1,979-64.8% | $2,731-74.5% | $2,428-71.3% |
| Participant deferral / active EE | $3,230 | $3,888-16.9% | $4,487-28.0% | $4,046-20.2% |
| Admin fee / account holder | $195 | $537-63.7% | $7,966-97.5% | $627-68.8% |