Filed July 15, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,120 |
PENTEGRA SERVICES, INC.3+ years Filed as: ALLIANCE BENEFIT GROUP-PENTEGRA Service code 15 · EIN 13-3892096 5350 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Recordkeeping | $9,690 |
Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Participants) | $5,277 |
NFP RETIREMENT INC2 years Filed as: NFP ADVISOR SERVICES LLC Service code 10 · EIN 74-2794194 1250 CAPITAL OF TEXAS HWY S #2-1 · AUSTIN, TX 78746 | Accounting | $1,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,180 | $48,064-87.1% | $78,778-92.2% | $69,631-91.1% |
| Participation rate | 43.9% | 61.6%-17.7pp | 69.2%-25.3pp | 70.7%-26.8pp |
| Annual return | 15.73% | 21.81%-6.1pp | 35.62%-19.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $266 | $744-64.2% | $1,986-86.6% | $2,032-86.9% |
| Participant deferral / active EE | $1,161 | $2,079-44.2% | $2,958-60.8% | $3,224-64.0% |
| Admin fee / account holder | $69 | $152-54.7% | $5,134-98.7% | $110-37.6% |