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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,706 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $638 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13 |
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 | $61,039 | $56,054+8.9% | $171,082-64.3% | $62,881-2.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.51% | 22.52%-14.0pp | 32.56%-24.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,392 | $1,731+38.2% | $4,002-40.2% | $2,281+4.9% |
| Participant deferral / active EE | $2,667 | $3,158-15.5% | $4,797-44.4% | $3,203-16.7% |
| Admin fee / account holder | $2 | $3,647-99.9% | $8,520-100.0% | $4,296-100.0% |