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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $11,655 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,540 |
ERISA FIDUCIARY ADVISORS, INC.2+ years Service code 27 1160 BIRCHWOOD ROAD · WESTON, FL 33327 | Advisory (Plan) | $3,829 |
PENSION FINANCIAL SERVICES, INC.2+ years Service code 13 | Contract Administrator | $3,519 |
WITHUMSMITH+BROWN, PC2+ years Filed as: MORRISON BROWN, ARGIZ & FARRA, LLC Service code 10 1450 BRICKELL AVENUE 18TH FLOOR · MIAMI, FL 33131 | Accounting | $2,000 |
PENSION FINANCIAL SERVICES, INC.2+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,462 | $42,546-2.5% | $71,796-42.2% | $55,167-24.8% |
| Participation rate | 50.0% | 59.1%-9.1pp | 69.1%-19.1pp | 69.0%-19.0pp |
| Annual return | 5.73% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $371 | $803-53.8% | $1,924-80.7% | $1,963-81.1% |
| Participant deferral / active EE | $2,377 | $2,064+15.2% | $2,794-14.9% | $3,054-22.2% |
| Admin fee / account holder | $127 | $650-80.5% | $4,815-97.4% | $504-74.8% |