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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $29,223 |
Filed as: GREAT-WEST LIFE & ANNUITY CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,284 |
AMERIBEN1+ years Filed as: AMERIBEN/IEC GROUP Service code 13 | Contract Administrator | $6,515 |
AMERIBEN1+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $5,150 |
Filed as: BOWEN INSURANCE COMPANY Service code 16 P.O. BOX 1064 · BURLEY, ID 83318 | Consulting | $3,257 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $276 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,084 | $47,969-43.5% | $85,969-68.5% | $52,331-48.2% |
| Participation rate | 84.5% | 61.7%+22.8pp | 76.5%+7.9pp | 68.1%+16.4pp |
| Annual return | -0.30% | -0.13%-0.2pp | 9.32%-9.6pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,679 | $1,460+15.0% | $3,474-51.7% | $1,882-10.8% |
| Participant deferral / active EE | $3,412 | $2,110+61.7% | $3,829-10.9% | $3,022+12.9% |
| Admin fee / account holder | $71 | $530-86.6% | $6,053-98.8% | $592-88.0% |