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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $42,354 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,314 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,331 | $66,486-54.4% | $81,370-62.7% | $77,762-61.0% |
| Participation rate | 21.5% | 68.7%-47.2pp | 69.5%-48.0pp | 70.6%-49.1pp |
| Annual return | 15.74% | 15.95%-0.2pp | 24.85%-9.1pp | 31.27%-15.5pp |
| Employer contribution / active EE | $725 | $2,158-66.4% | $2,464-70.6% | $2,728-73.4% |
| Participant deferral / active EE | $1,321 | $3,677-64.1% | $3,885-66.0% | $4,651-71.6% |
| Admin fee / account holder | $298 | $586-49.1% | $5,749-94.8% | $433-31.1% |