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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,088 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,665 |
Service code 13 8523 SOUTH REDWOOD RD · JORDAN, UT 84088 | Contract Administrator | $1,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,737 | $51,223-26.3% | $82,763-54.4% | $66,949-43.6% |
| Participation rate | 90.1% | 67.9%+22.2pp | 72.6%+17.5pp | 69.8%+20.3pp |
| Annual return | -19.90% | -9.85%-10.1pp | 702.45%-722.4pp | 1.57%-21.5pp |
| Employer contribution / active EE | $3,280 | $2,611+25.6% | $3,008+9.0% | $2,545+28.8% |
| Participant deferral / active EE | $4,174 | $3,460+20.6% | $4,395-5.0% | $4,239-1.5% |
| Admin fee / account holder | $183 | $415-56.0% | $5,325-96.6% | $594-69.2% |