Filed March 6, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,724 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $48,818 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,341 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,032 | $54,320+5.0% | $67,652-15.7% | $52,331+9.0% |
| Participation rate | 96.4% | 73.6%+22.8pp | 75.7%+20.7pp | 68.1%+28.3pp |
| Annual return | -2.44% | 6.81%-9.2pp | 6625.40%-6627.8pp | 4.54%-7.0pp |
| Employer contribution / active EE | $4,214 | $1,544+173.0% | $2,266+86.0% | $1,882+124.0% |
| Participant deferral / active EE | $4,564 | $2,950+54.7% | $3,560+28.2% | $3,022+51.0% |
| Admin fee / account holder | $334 | $527-36.6% | $4,821-93.1% | $592-43.6% |