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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $15,093 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $571 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $176 |
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 | $146,384 | $72,027+103.2% | $185,861-21.2% | $79,856+83.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.97% | 23.13%-6.2pp | 35.96%-19.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,742 | $1,965+39.5% | $4,088-32.9% | $2,471+11.0% |
| Participant deferral / active EE | $3,513 | $3,780-7.1% | $5,634-37.7% | $3,741-6.1% |
| Admin fee / account holder | $4 | $4,513-99.9% | $9,503-100.0% | $5,306-99.9% |