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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $19,132 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,715 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,108 |
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 | $62,474 | $45,900+36.1% | $94,057-33.6% | $64,340-2.9% |
| Participation rate | 70.1% | 50.6%+19.5pp | 73.3%-3.3pp | 55.2%+14.8pp |
| Annual return | 11.16% | 50.47%-39.3pp | 480.62%-469.5pp | 24.14%-13.0pp |
| Employer contribution / active EE | $1,545 | $1,612-4.2% | $2,933-47.3% | $1,862-17.0% |
| Participant deferral / active EE | $5,177 | $2,102+146.3% | $4,709+9.9% | $2,980+73.7% |
| Admin fee / account holder | $284 | $3,143-91.0% | $7,244-96.1% | $3,703-92.3% |