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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $17,448 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,687 | $69,708-23.0% | $67,560-20.5% | $74,478-27.9% |
| Participation rate | 50.5% | 71.4%-20.9pp | 72.9%-22.4pp | 67.2%-16.7pp |
| Annual return | 14.84% | -40.67%+55.5pp | 3533.50%-3518.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $124 | $2,715-95.4% | $2,737-95.5% | $2,626-95.3% |
| Participant deferral / active EE | $5,451 | $3,637+49.9% | $4,004+36.1% | $4,350+25.3% |
| Admin fee / account holder | $236 | $887-73.4% | $3,994-94.1% | $1,946-87.9% |