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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $41,250 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES IN Service code 16 · EIN 13-3745616 701 WINCHESTER AVE · WHITE PLAINS, NY 10604 | Consulting | $19,182 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,143 | $65,125+207.3% | $143,797+39.2% | $66,949+198.9% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.40% | -11.13%-5.3pp | -0.04%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $5,534 | $2,362+134.2% | $4,952+11.7% | $2,545+117.4% |
| Participant deferral / active EE | $3,441 | $2,920+17.8% | $5,638-39.0% | $4,239-18.8% |
| Admin fee / account holder | $441 | $503-12.3% | $14,679-97.0% | $594-25.7% |