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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $40,275 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 10 · EIN 13-3180178 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Accounting | $20,629 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 221 STEWART AVE., SUITE 301 · MEDFORD, OR 97501 | Accounting | $17,115 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,583 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,422 | $180,978+17.9% | $147,117+45.1% | - |
| Participation rate | 79.8% | 77.3%+2.5pp | 82.2%-2.4pp | - |
| Annual return | 12.69% | 12.24%+0.4pp | 420.54%-407.9pp | - |
| Employer contribution / active EE | $3,586 | $3,338+7.4% | $4,932-27.3% | - |
| Participant deferral / active EE | $3,977 | $6,936-42.7% | $8,065-50.7% | - |
| Admin fee / account holder | $66 | $27,876-99.8% | $12,993-99.5% | - |