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| Provider | Service type | Compensation |
|---|---|---|
PEN-CAL ADMINISTRATORS2+ years Service code 15 · EIN 94-2695108 | Recordkeeping | $14,070 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $8,016 |
Annual investment return 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 | $102,548 | $75,183+36.4% | $123,894-17.2% | $55,167+85.9% |
| Participation rate | 97.5% | 72.8%+24.7pp | 81.4%+16.1pp | 69.0%+28.6pp |
| Annual return | 6.32% | 19.01%-12.7pp | 47.52%-41.2pp | 169.23%-162.9pp |
| Employer contribution / active EE | $7,741 | $2,823+174.2% | $4,617+67.7% | $1,963+294.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $147 | $663-77.8% | $8,357-98.2% | $504-70.8% |