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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,837 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD Service code 10 · EIN 58-1250486 | Accounting | $15,122 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $9,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,184 | $91,372-28.7% | $130,045-49.9% | $74,460-12.5% |
| Participation rate | 93.5% | 77.8%+15.7pp | 78.5%+15.0pp | 70.7%+22.7pp |
| Annual return | 18.56% | 23.21%-4.6pp | -137.30%+155.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $3,205 | $2,563+25.0% | $4,321-25.8% | $2,638+21.5% |
| Participant deferral / active EE | $7,793 | $4,721+65.1% | $5,820+33.9% | $4,530+72.0% |
| Admin fee / account holder | $169 | $283-40.5% | $10,600-98.4% | $348-51.5% |