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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $10,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,755 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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 | $13,672 | $80,354-83.0% | $133,975-89.8% | $63,975-78.6% |
| Participation rate | 89.5% | 87.5%+2.0pp | 87.1%+2.5pp | 71.1%+18.4pp |
| Annual return | 8.80% | 13.11%-4.3pp | 29.29%-20.5pp | 48.65%-39.8pp |
| Employer contribution / active EE | $489 | $3,503-86.0% | $5,211-90.6% | $2,182-77.6% |
| Participant deferral / active EE | $1,192 | $5,239-77.2% | $6,282-81.0% | $3,356-64.5% |
| Admin fee / account holder | $5 | $69-92.7% | $9,324-99.9% | $70-92.8% |