See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 54-1437648 | Advisory (Plan) | $46,500 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $23,238 |
KEITER10+ years Service code 10 · EIN 54-1631262 | Accounting | $15,825 |
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICE, INC. Service code 27 · EIN 54-1583006 | Advisory (Plan) | $15,500 |
NFP RETIREMENT INC1 year Filed as: NFP/ACTUARIAL CONSULTING GROUP Service code 27 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $275 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $527,522 | $101,317+420.7% | $146,958+259.0% | $74,495+608.1% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 14.86% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $15,856 | $3,810+316.2% | $4,933+221.4% | $2,623+504.5% |
| Participant deferral / active EE | $14,724 | $7,303+101.6% | $8,070+82.5% | $4,346+238.8% |
| Admin fee / account holder | $480 | $1,739-72.4% | $12,998-96.3% | $1,942-75.3% |