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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&M HOLDING GROUP LLP Service code 99 540 MADISON AVE STE 21A · NEW YORK, NY 10022 | Other Fees | $39,328 |
NFP RETIREMENT INC1 year Service code 28 120 VANTIS ST · ALISA VIEJO, CA 92656 | Investment Management | $33,000 |
CAPTIAL BANK AND TRUST1 year Filed as: CAPTIAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $10,701 |
SCHLENNER WENNER & CO.1 year Filed as: SCHLENNER WENNER & CO CPAS Service code 99 630 ROOSEVELT RD STE 201 · ST CLOUD, MN 56302 | Other Fees | $9,659 |
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 | $42,135 | $58,778-28.3% | $129,295-67.4% | $77,671-45.8% |
| Participation rate | 91.8% | 59.2%+32.6pp | 69.6%+22.2pp | 70.6%+21.2pp |
| Annual return | 13.54% | 24.73%-11.2pp | 9429.28%-9415.7pp | 31.21%-17.7pp |
| Employer contribution / active EE | $2,092 | $1,952+7.2% | $4,157-49.7% | $2,726-23.3% |
| Participant deferral / active EE | $3,628 | $3,212+12.9% | $4,169-13.0% | $4,648-22.0% |
| Admin fee / account holder | $137 | $589-76.7% | $7,665-98.2% | $430-68.2% |