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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $51,104 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $3,855 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $3,333 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $978 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $0 |
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 | $51,419 | $77,677-33.8% | $109,173-52.9% | $79,391-35.2% |
| Participation rate | 96.1% | 67.8%+28.3pp | 75.9%+20.2pp | 70.7%+25.4pp |
| Annual return | 12.31% | 23.44%-11.1pp | 25.75%-13.4pp | 116.88%-104.6pp |
| Employer contribution / active EE | $0 | $2,798-100.0% | $3,723-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,945 | $3,517+40.6% | $4,654+6.2% | $4,046+22.2% |
| Admin fee / account holder | $128 | $732-82.5% | $6,755-98.1% | $627-79.5% |