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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,052 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,257 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $15,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,862 | $72,303-67.0% | $86,698-72.5% | $64,819-63.2% |
| Participation rate | 91.0% | 80.4%+10.6pp | 76.6%+14.4pp | 71.5%+19.5pp |
| Annual return | 11.05% | 392.77%-381.7pp | 35.95%-24.9pp | 32.84%-21.8pp |
| Employer contribution / active EE | $2,500 | $2,393+4.5% | $2,837-11.9% | $2,507-0.3% |
| Participant deferral / active EE | $4,681 | $4,660+0.5% | $4,656+0.5% | $4,311+8.6% |
| Admin fee / account holder | $141 | $174-18.7% | $7,493-98.1% | $188-24.7% |