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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) | $49,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,325 |
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 | $131,161 | $53,412+145.6% | $68,509+91.5% | $52,331+150.6% |
| Participation rate | 87.2% | 71.7%+15.6pp | 74.7%+12.5pp | 68.1%+19.1pp |
| Annual return | -0.38% | 3.42%-3.8pp | 8.27%-8.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,806 | $1,607+136.8% | $2,278+67.1% | $1,882+102.3% |
| Participant deferral / active EE | $6,240 | $2,688+132.2% | $3,382+84.5% | $3,022+106.5% |
| Admin fee / account holder | $256 | $461-44.4% | $5,275-95.1% | $592-56.7% |