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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT Service code 26 PO BOX 841621 · LOS ANGELES, CA 900841621 | Advisory (Participants) | $32,932 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT Service code 15 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Recordkeeping | $9,012 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $7,685 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,332 |
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 | $237,587 | $61,391+287.0% | $149,723+58.7% | $71,529+232.2% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.6pp | 67.9%+30.5pp |
| Annual return | 17.01% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $5,526 | $2,384+131.8% | $4,821+14.6% | $2,590+113.4% |
| Participant deferral / active EE | $3,549 | $2,921+21.5% | $5,682-37.5% | $4,291-17.3% |
| Admin fee / account holder | $351 | $1,264-72.2% | $13,215-97.3% | $1,588-77.9% |