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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP ADVISORS SERVICES Service code 51 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Investment Mgmt Fees | $73,034 |
Service code 10 · EIN 55-0657218 | Accounting | $28,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO., IN Service code 15 · EIN 54-1521351 | Recordkeeping | $14,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $162,789 | $60,165+170.6% | $74,184+119.4% | $55,167+195.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 3.72% | 10.00%-6.3pp | 17.74%-14.0pp | 169.23%-165.5pp |
| Employer contribution / active EE | $11,046 | $1,600+590.5% | $2,370+366.1% | $1,963+462.8% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $425 | $419+1.3% | $5,586-92.4% | $504-15.7% |