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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,012 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $15,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,009 | $117,025-59.0% | $91,541-47.6% | $85,563-43.9% |
| Participation rate | 92.5% | 64.2%+28.3pp | 69.8%+22.8pp | 66.0%+26.6pp |
| Annual return | 16.11% | 18.02%-1.9pp | 20.50%-4.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $456 | $2,120-78.5% | $2,505-81.8% | $2,654-82.8% |
| Participant deferral / active EE | $2,806 | $3,446-18.6% | $4,008-30.0% | $4,375-35.9% |
| Admin fee / account holder | $134 | $1,242-89.2% | $6,956-98.1% | $834-84.0% |