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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. DBA 401K Service code 27 ADVISORS INC. · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $21,494 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,217 |
PENSION FINANCIAL SERVICES, INC.8+ years Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 30096 | Contract Administrator | $6,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,703 | $49,451-21.7% | $79,576-51.4% | $66,930-42.2% |
| Participation rate | 67.4% | 61.3%+6.1pp | 69.5%-2.1pp | 69.8%-2.4pp |
| Annual return | -20.25% | 84.25%-104.5pp | 0.15%-20.4pp | 1.57%-21.8pp |
| Employer contribution / active EE | $893 | $1,266-29.5% | $2,413-63.0% | $2,545-64.9% |
| Participant deferral / active EE | $5,553 | $3,159+75.8% | $3,985+39.3% | $4,238+31.0% |
| Admin fee / account holder | $208 | $595-65.0% | $6,834-97.0% | $593-65.0% |