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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,224 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $15,000 |
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 | $30,550 | $69,823-56.2% | $77,163-60.4% | $74,419-58.9% |
| Participation rate | 92.9% | 70.0%+22.9pp | 69.6%+23.3pp | 70.7%+22.2pp |
| Annual return | 16.52% | 19.98%-3.5pp | 37.87%-21.4pp | 34.38%-17.9pp |
| Employer contribution / active EE | $424 | $2,150-80.3% | $2,535-83.3% | $2,637-83.9% |
| Participant deferral / active EE | $2,605 | $3,558-26.8% | $3,833-32.1% | $4,528-42.5% |
| Admin fee / account holder | $71 | $398-82.0% | $5,472-98.7% | $348-79.5% |