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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $20,668 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $15,650 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 17 · EIN 13-3180178 | Pension Consulting | $8,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,714 | $82,678+129.5% | $125,391+51.3% | $68,490+177.0% |
| Participation rate | 90.1% | 75.1%+15.0pp | 82.4%+7.7pp | 67.9%+22.2pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,472 | $3,382+2.6% | $4,816-27.9% | $2,597+33.7% |
| Participant deferral / active EE | $3,363 | $6,111-45.0% | $7,448-54.8% | $4,028-16.5% |
| Admin fee / account holder | $237 | $6,277-96.2% | $10,009-97.6% | $5,403-95.6% |