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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 1250 S CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78735 | Advisory (Participants) | $62,014 |
NFP RETIREMENT INC4+ years Filed as: NFP CORPORATE SERVICES (NY), LLC Service code 37 · EIN 20-1941665 1405 DAVIS AVENUE · ENDWELL, NY 13760 | Loan Processing | $36,497 |
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,753 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,422 | $75,388-30.5% | $123,553-57.6% | $55,725-5.9% |
| Participation rate | 25.4% | 75.7%-50.3pp | 82.3%-56.9pp | 70.9%-45.4pp |
| Annual return | -8.46% | 4.48%-12.9pp | 119.21%-127.7pp | 244.93%-253.4pp |
| Employer contribution / active EE | $151 | $3,063-95.1% | $4,628-96.7% | $2,078-92.8% |
| Participant deferral / active EE | $1,119 | $5,651-80.2% | $6,426-82.6% | $3,356-66.6% |
| Admin fee / account holder | $590 | $120+392.8% | $9,284-93.6% | $115+412.3% |