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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2+ years Filed as: NFP ADVISORY SERVICES, LLC Service code 26 | Advisory (Participants) | $24,123 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES, INC Service code 26 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Advisory (Participants) | $3,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,223 | $56,894-34.6% | $84,753-56.1% | $62,881-40.8% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,959 | $2,709-27.7% | $3,712-47.2% | $3,203-38.9% |
| Admin fee / account holder | $357 | $3,581-90.0% | $5,333-93.3% | $4,296-91.7% |