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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $40,434 |
QBI, LLC3 years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $7,435 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $3,582 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $3,162 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 3750 CARMEL MOUNTAIN ROAD · SAN DIEGO, CA 92130 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,934 | $69,383-32.4% | $101,275-53.7% | $73,497-36.1% |
| Participation rate | 95.5% | 68.4%+27.1pp | 75.8%+19.7pp | 70.7%+24.8pp |
| Annual return | 14.68% | 18.46%-3.8pp | 46.48%-31.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,355 | $3,301+31.9% | $4,371-0.4% | $3,740+16.4% |
| Admin fee / account holder | $117 | $704-83.4% | $5,948-98.0% | $513-77.3% |