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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 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, CO 80111 | Recordkeeping Fees | $17,321 |
PLANTE & MORAN, PLLC1 year Service code 10 8181 E TUFTS AVENUE · DENVER, CA 80237 | Accounting | $14,550 |
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 | $35,763 | $47,648-24.9% | $130,660-72.6% | $67,579-47.1% |
| Participation rate | 87.3% | 60.4%+26.9pp | 71.7%+15.6pp | 71.3%+16.1pp |
| Annual return | 20.92% | 25.73%-4.8pp | 1709.29%-1688.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,613 | $1,408+14.6% | $4,092-60.6% | $2,148-24.9% |
| Participant deferral / active EE | $2,740 | $2,616+4.7% | $3,603-24.0% | $3,539-22.6% |
| Admin fee / account holder | $81 | $105-23.2% | $5,463-98.5% | $142-43.3% |