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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 50 120 VANTIS · ALISO VIEJO, CA 92656 | Direct Payment | $32,500 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 50 · EIN 56-0747891 | Direct Payment | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,690 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,946 | $80,753+26.2% | $136,294-25.2% | $62,292+63.7% |
| Participation rate | 86.2% | 73.5%+12.7pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 14.98% | 35.83%-20.9pp | 5155.94%-5141.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,984 | $2,884-31.2% | $4,695-57.8% | $2,042-2.9% |
| Participant deferral / active EE | $6,737 | $5,164+30.5% | $6,247+7.8% | $3,169+112.6% |
| Admin fee / account holder | $132 | $525-74.9% | $9,243-98.6% | $479-72.5% |