Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $54,170 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES,LLC Service code 27 | Advisory (Plan) | $17,169 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $5,941 |
Filed as: KESTRA ADVISORY SERVICES,LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,332 | $37,213-50.7% | $156,551-88.3% | $63,975-71.3% |
| Participation rate | 28.6% | 65.0%-36.4pp | 84.0%-55.4pp | 71.1%-42.5pp |
| Annual return | 10.63% | 47.89%-37.3pp | 32.23%-21.6pp | 48.65%-38.0pp |
| Employer contribution / active EE | $40 | $1,357-97.0% | $5,501-99.3% | $2,182-98.2% |
| Participant deferral / active EE | $1,317 | $2,070-36.4% | $4,871-73.0% | $3,356-60.8% |
| Admin fee / account holder | $57 | $56+1.7% | $13,028-99.6% | $70-18.7% |