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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,652 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $579 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,889 | $52,519+6.4% | $155,789-64.1% | $59,633-6.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 7.59% | 53.51%-45.9pp | 71.54%-63.9pp | 2041.45%-2033.9pp |
| Employer contribution / active EE | $2,215 | $1,589+39.4% | $3,839-42.3% | $2,203+0.6% |
| Participant deferral / active EE | $2,657 | $3,084-13.9% | $4,798-44.6% | $3,192-16.8% |
| Admin fee / account holder | $2 | $3,540-99.9% | $7,477-100.0% | $4,297-100.0% |