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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656 | Investment Management | $35,000 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $29,393 |
EKS&H LLLP1 year Service code 10 8181 E TUFTS AVENUE · DENVER, CO 80237 | Accounting | $13,550 |
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 | $34,234 | $39,898-14.2% | $121,220-71.8% | $55,725-38.6% |
| Participation rate | 95.1% | 61.2%+33.9pp | 71.8%+23.3pp | 70.9%+24.2pp |
| Annual return | -5.47% | -0.96%-4.5pp | 16.94%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,718 | $1,295+32.7% | $4,023-57.3% | $2,078-17.3% |
| Participant deferral / active EE | $2,928 | $2,439+20.1% | $3,345-12.5% | $3,356-12.7% |
| Admin fee / account holder | $41 | $95-57.0% | $5,021-99.2% | $115-64.5% |