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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $39,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,011 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,668 | $55,889+157.1% | $76,119+88.7% | $80,935+77.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.09% | 20.58%-8.5pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $5,716 | $1,866+206.3% | $2,693+112.3% | $2,757+107.4% |
| Participant deferral / active EE | $11,188 | $3,051+266.7% | $4,259+162.7% | $4,299+160.2% |
| Admin fee / account holder | $392 | $5,241-92.5% | $6,421-93.9% | $6,924-94.3% |