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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $42,802 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,719 | $82,093+19.0% | $379,746-74.3% | $73,412+33.1% |
| Participation rate | 53.3% | 76.8%-23.5pp | 78.4%-25.1pp | 72.2%-18.8pp |
| Annual return | 15.74% | 18.89%-3.1pp | 34.90%-19.2pp | 59.30%-43.6pp |
| Employer contribution / active EE | $1,473 | $2,847-48.3% | $3,540-58.4% | $2,234-34.0% |
| Participant deferral / active EE | $4,480 | $4,697-4.6% | $6,024-25.6% | $3,806+17.7% |
| Admin fee / account holder | $300 | $128+135.1% | $7,927-96.2% | $158+90.0% |