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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 | $44,984-64.9% | $85,009-81.4% | $74,546-78.8% |
| Participation rate | 96.9% | 49.4%+47.5pp | 67.5%+29.4pp | 67.2%+29.7pp |
| Annual return | 18.89% | 26.25%-7.4pp | 66.47%-47.6pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $2,872 | $1,458+97.0% | $2,728+5.3% | $2,624+9.4% |
| Participant deferral / active EE | $5,698 | $2,733+108.5% | $4,522+26.0% | $4,347+31.1% |
| Admin fee / account holder | $54 | $2,208-97.6% | $6,153-99.1% | $1,944-97.2% |