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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $10,250 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO Service code 13 P.O. BOX 73382 · RICHMOND, VA 232358040 | Contract Administrator | $5,688 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $706 |
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 | $78,763 | $62,672+25.7% | $185,117-57.5% | $70,126+12.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 23.30% | 40.79%-17.5pp | 40.50%-17.2pp | 73.15%-49.8pp |
| Employer contribution / active EE | $2,582 | $1,753+47.3% | $4,182-38.3% | $2,343+10.2% |
| Participant deferral / active EE | $3,228 | $3,272-1.3% | $5,045-36.0% | $3,332-3.1% |
| Admin fee / account holder | $44 | $3,932-98.9% | $8,159-99.5% | $4,645-99.1% |