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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,874 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $9,343 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,473 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,308 | $93,010-50.2% | $96,515-52.0% | $74,460-37.8% |
| Participation rate | 96.1% | 71.6%+24.5pp | 74.3%+21.8pp | 70.7%+25.4pp |
| Annual return | 14.70% | 37.50%-22.8pp | 35.73%-21.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $784 | $3,427-77.1% | $3,740-79.0% | $2,638-70.3% |
| Participant deferral / active EE | $5,283 | $3,971+33.0% | $4,880+8.3% | $4,530+16.6% |
| Admin fee / account holder | $162 | $633-74.4% | $6,735-97.6% | $348-53.4% |