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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656 | Investment Management | $35,000 |
PLANTE & MORAN, PLLC4 years Service code 10 8181 E TUFTS AVENUE · DENVER, CO 80237 | Accounting | $23,200 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,251 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,306 | $47,898-20.0% | $117,533-67.4% | $64,819-40.9% |
| Participation rate | 84.8% | 61.9%+22.9pp | 70.6%+14.2pp | 71.5%+13.3pp |
| Annual return | -16.78% | -15.54%-1.2pp | 29.77%-46.5pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,568 | $1,774-11.6% | $4,179-62.5% | $2,507-37.4% |
| Participant deferral / active EE | $2,954 | $3,151-6.2% | $4,072-27.5% | $4,311-31.5% |
| Admin fee / account holder | $99 | $132-24.6% | $5,647-98.2% | $188-47.1% |