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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Service code 14 · EIN 47-4474775 | Plan Administrator | $7,219 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $6,866 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,785 | $45,126-65.0% | $85,187-81.5% | $74,459-78.8% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | 18.89% | 26.30%-7.4pp | 66.67%-47.8pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $2,872 | $1,460+96.7% | $2,732+5.1% | $2,626+9.4% |
| Participant deferral / active EE | $5,698 | $2,738+108.1% | $4,525+25.9% | $4,350+31.0% |
| Admin fee / account holder | $54 | $2,212-97.6% | $6,162-99.1% | $1,945-97.2% |