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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,892 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,806 | $90,064-28.0% | $100,392-35.4% | $77,736-16.6% |
| Participation rate | 87.1% | 81.3%+5.8pp | 81.5%+5.6pp | 70.6%+16.5pp |
| Annual return | 21.68% | 20.61%+1.1pp | 49.45%-27.8pp | 31.26%-9.6pp |
| Employer contribution / active EE | $3,126 | $3,043+2.7% | $3,941-20.7% | $2,728+14.6% |
| Participant deferral / active EE | $9,640 | $8,282+16.4% | $8,090+19.2% | $4,651+107.3% |
| Admin fee / account holder | $130 | $172-24.5% | $7,904-98.4% | $433-70.0% |