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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $16,790 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,103 |
Service code 13 8523 SOUTH REDWOOD RD · JORDAN, UT 84088 | Contract Administrator | $1,625 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,190 |
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 | $36,819 | $58,312-36.9% | $86,656-57.5% | $71,529-48.5% |
| Participation rate | 87.8% | 65.0%+22.8pp | 71.7%+16.1pp | 67.9%+19.9pp |
| Annual return | 13.11% | 24.08%-11.0pp | 593.09%-580.0pp | 28.97%-15.9pp |
| Employer contribution / active EE | $3,096 | $2,576+20.2% | $3,025+2.3% | $2,590+19.5% |
| Participant deferral / active EE | $4,501 | $3,439+30.9% | $4,439+1.4% | $4,291+4.9% |
| Admin fee / account holder | $153 | $1,057-85.5% | $5,619-97.3% | $1,588-90.3% |