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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $33,510 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,706 |
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 | $65,474 | $76,112-14.0% | $96,534-32.2% | $71,511-8.4% |
| Participation rate | 59.2% | 74.4%-15.2pp | 76.0%-16.8pp | 67.9%-8.8pp |
| Annual return | 16.73% | 22.81%-6.1pp | 25.88%-9.2pp | 28.86%-12.1pp |
| Employer contribution / active EE | $811 | $2,248-63.9% | $2,965-72.7% | $2,589-68.7% |
| Participant deferral / active EE | $3,895 | $4,217-7.6% | $4,851-19.7% | $4,291-9.2% |
| Admin fee / account holder | $168 | $2,708-93.8% | $8,253-98.0% | $1,588-89.4% |