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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $39,737 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,782 | $101,653+17.8% | $147,080-18.6% | $74,459+60.9% |
| Participation rate | 95.2% | 75.6%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 16.12% | 8754.98%-8738.9pp | 420.17%-404.0pp | 1369.70%-1353.6pp |
| Employer contribution / active EE | $13,447 | $3,813+252.6% | $4,933+172.6% | $2,626+412.1% |
| Participant deferral / active EE | $16,766 | $7,304+129.5% | $8,066+107.9% | $4,350+285.5% |
| Admin fee / account holder | $375 | $1,752-78.6% | $12,989-97.1% | $1,945-80.7% |