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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $22,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,419 |
ATCHLEY & ASSOCIATES2 years Filed as: ATCHLEY & ASSOCIATES LLP Service code 10 6850 AUSTIN CENTER BLVD · AUSTIN, TX 78731 | Accounting | $13,153 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,460 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,789 | $60,261+32.4% | $81,783-2.4% | $74,546+7.0% |
| Participation rate | 98.0% | 62.9%+35.2pp | 72.4%+25.7pp | 67.2%+30.8pp |
| Annual return | 12.59% | 16.88%-4.3pp | 775.05%-762.5pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $4,604 | $2,622+75.6% | $2,913+58.1% | $2,624+75.4% |
| Participant deferral / active EE | $4,298 | $3,388+26.9% | $4,320-0.5% | $4,347-1.1% |
| Admin fee / account holder | $229 | $1,482-84.5% | $7,380-96.9% | $1,944-88.2% |