Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 13-2624428 | Advisory (Plan) | $138,304 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,588 | $60,323+161.2% | $81,812+92.6% | $74,495+111.5% |
| Participation rate | 99.3% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.1pp |
| Annual return | 13.58% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,793 | $2,620+82.9% | $2,912+64.6% | $2,623+82.7% |
| Participant deferral / active EE | $7,360 | $3,387+117.3% | $4,319+70.4% | $4,346+69.4% |
| Admin fee / account holder | $733 | $1,486-50.6% | $7,386-90.1% | $1,942-62.2% |