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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,449 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $20,000 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,365 | $50,106-45.4% | $69,779-60.8% | $57,658-52.5% |
| Participation rate | 86.1% | 70.9%+15.2pp | 71.8%+14.2pp | 70.2%+15.8pp |
| Annual return | 8.61% | 14.58%-6.0pp | 12.99%-4.4pp | 5.13%+3.5pp |
| Employer contribution / active EE | $549 | $1,739-68.4% | $2,338-76.5% | $1,974-72.2% |
| Participant deferral / active EE | $2,200 | $2,486-11.5% | $2,931-24.9% | $3,061-28.1% |
| Admin fee / account holder | $31 | $89-64.9% | $4,381-99.3% | $95-66.9% |