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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 | $101,539+18.0% | $147,041-18.5% | $74,400+61.0% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 16.12% | 8740.84%-8724.7pp | 419.21%-403.1pp | 1367.51%-1351.4pp |
| Employer contribution / active EE | $13,447 | $3,811+252.8% | $4,935+172.5% | $2,624+412.4% |
| Participant deferral / active EE | $16,766 | $7,304+129.6% | $8,071+107.7% | $4,348+285.6% |
| Admin fee / account holder | $375 | $1,749-78.6% | $13,006-97.1% | $1,944-80.7% |