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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,656 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,586 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $15,733 |
MORNINGSTAR2 years 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 | $28,256 | $99,168-71.5% | $96,534-70.7% | $74,460-62.1% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 15.53% | 22.40%-6.9pp | 25.88%-10.4pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,500 | $2,570-2.7% | $2,965-15.7% | $2,638-5.2% |
| Participant deferral / active EE | $4,860 | $4,936-1.5% | $4,851+0.2% | $4,530+7.3% |
| Admin fee / account holder | $118 | $225-47.5% | $8,253-98.6% | $348-66.0% |