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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,018 |
NFP RETIREMENT INC5+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,180 | $63,114-77.5% | $92,893-84.7% | $65,185-78.2% |
| Participation rate | 28.6% | 68.8%-40.1pp | 76.0%-47.4pp | 70.2%-41.6pp |
| Annual return | 19.55% | 28.75%-9.2pp | 109.41%-89.9pp | 29.38%-9.8pp |
| Employer contribution / active EE | $621 | $2,571-75.9% | $3,653-83.0% | $2,177-71.5% |
| Participant deferral / active EE | $1,017 | $3,108-67.3% | $4,236-76.0% | $3,514-71.1% |
| Admin fee / account holder | $8 | $624-98.7% | $5,794-99.9% | $847-99.0% |