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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $41,160 |
HICKS PENSION SERVICES9+ years Service code 49 · EIN 94-2158860 | Other Services | $13,575 |
ATHERTON & ASSOCIATES LLP3 years Service code 99 · EIN 95-3137599 | Other Fees | $11,130 |
J K R & COMPANY, INC.1 year Service code 99 · EIN 95-3420368 | Other Fees | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,824 | $49,763+48.4% | $70,565+4.6% | $74,473-0.9% |
| Participation rate | 99.7% | 64.6%+35.0pp | 68.4%+31.3pp | 70.7%+28.9pp |
| Annual return | 17.66% | 21.21%-3.5pp | 32.79%-15.1pp | 34.36%-16.7pp |
| Employer contribution / active EE | $4,237 | $1,776+138.6% | $2,976+42.4% | $2,638+60.6% |
| Participant deferral / active EE | $4,104 | $3,379+21.5% | $4,568-10.2% | $4,530-9.4% |
| Admin fee / account holder | $131 | $316-58.5% | $6,430-98.0% | $347-62.2% |