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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $35,505 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $4,675 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $2,647 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 3750 CARMEL MOUNTAIN ROAD · SAN DIEGO, CA 92130 | Insurance Broker | $0 |
QBI, LLC2 years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,385 | $63,114-36.0% | $92,915-56.5% | $65,186-38.0% |
| Participation rate | 95.0% | 68.8%+26.2pp | 76.0%+19.0pp | 70.2%+24.8pp |
| Annual return | 25.64% | 28.75%-3.1pp | 109.45%-83.8pp | 29.39%-3.7pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,219 | $3,108+35.7% | $4,238-0.5% | $3,514+20.1% |
| Admin fee / account holder | $99 | $624-84.1% | $5,796-98.3% | $847-88.3% |