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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $26,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,208 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,618 | $37,117-55.2% | $147,617-88.7% | $55,191-69.9% |
| Participation rate | 83.0% | 63.6%+19.4pp | 84.6%-1.6pp | 69.2%+13.9pp |
| Annual return | -0.04% | 3.44%-3.5pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $735 | $1,620-54.7% | $5,564-86.8% | $1,899-61.3% |
| Participant deferral / active EE | $1,278 | $1,985-35.6% | $4,895-73.9% | $3,046-58.0% |
| Admin fee / account holder | $58 | $86-31.9% | $11,612-99.5% | $91-35.8% |