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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $20,704 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,014 |
Service code 64 8515 EAST ORCHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $675 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,643 | $790,546-79.6% | $189,558-14.7% | - |
| Participation rate | 99.0% | 72.6%+26.4pp | 78.5%+20.5pp | - |
| Annual return | 18.23% | 9.34%+8.9pp | 64.19%-46.0pp | - |
| Employer contribution / active EE | $2,906 | $1,543+88.3% | $4,412-34.1% | - |
| Participant deferral / active EE | $3,748 | $3,970-5.6% | $6,174-39.3% | - |
| Admin fee / account holder | $20 | $40,931-100.0% | $9,809-99.8% | - |