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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 120 VANTIS SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $93,282 |
Filed as: CAPITAL GRP RETIREMENT PLAN SERVICE Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,327 |
ACTUARIAL BENEFITS CORP10+ years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT RD · MIDLOTHIAN, VA 23113 | Contract Administrator | $2,900 |
ACG ADVISORY SERVICES10+ years Service code 99 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,821 | $50,919+339.6% | $155,556+43.9% | $77,762+187.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.80% | 34.84%-18.0pp | 64.84%-48.0pp | 31.27%-14.5pp |
| Employer contribution / active EE | $8,595 | $1,991+331.6% | $4,675+83.8% | $2,728+215.1% |
| Participant deferral / active EE | $6,841 | $2,824+142.2% | $5,631+21.5% | $4,651+47.1% |
| Admin fee / account holder | $184 | $437-57.8% | $15,885-98.8% | $433-57.4% |