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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,748 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $700 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $114,408 | $65,395+74.9% | $182,540-37.3% | $72,975+56.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 25.64% | 27.68%-2.0pp | 148.58%-122.9pp | 81.01%-55.4pp |
| Employer contribution / active EE | $2,896 | $1,911+51.5% | $4,076-29.0% | $2,440+18.7% |
| Participant deferral / active EE | $3,670 | $3,563+3.0% | $5,525-33.6% | $3,608+1.7% |
| Admin fee / account holder | $3 | $4,245-99.9% | $8,593-100.0% | $5,124-99.9% |