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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $54,927 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,477,506 | $88,137+1576.4% | $164,975+795.6% | $74,429+1885.1% |
| Participation rate | 0.0% | 73.1%-73.1pp | 78.6%-78.6pp | 67.2%-67.2pp |
| Annual return | -75.60% | 17.13%-92.7pp | 70.12%-145.7pp | 1368.38%-1444.0pp |
| Employer contribution / active EE | $2,264 | $2,597-12.8% | $4,343-47.9% | $2,625-13.7% |
| Participant deferral / active EE | $7,909 | $4,501+75.7% | $6,033+31.1% | $4,348+81.9% |
| Admin fee / account holder | $73,859 | $2,231+3209.9% | $12,688+482.1% | $1,944+3698.7% |