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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,089 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5 |
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 | $102,895 | $56,484+82.2% | $169,452-39.3% | $64,173+60.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.00% | -1.55%-5.5pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,920 | $1,832+59.3% | $4,157-29.8% | $2,381+22.6% |
| Participant deferral / active EE | $3,815 | $3,448+10.6% | $5,277-27.7% | $3,470+9.9% |
| Admin fee / account holder | $6 | $4,174-99.9% | $9,110-99.9% | $4,887-99.9% |