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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,073 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $8,123 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $3,084 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,676 | $106,236-62.7% | $112,263-64.7% | $64,824-38.8% |
| Participation rate | 96.1% | 71.7%+24.5pp | 75.1%+21.1pp | 71.5%+24.7pp |
| Annual return | -14.87% | -6.02%-8.9pp | 27.49%-42.4pp | 32.84%-47.7pp |
| Employer contribution / active EE | $0 | $3,167-100.0% | $3,636-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,990 | $3,786+31.8% | $4,729+5.5% | $4,311+15.8% |
| Admin fee / account holder | $124 | $452-72.6% | $6,410-98.1% | $188-34.0% |