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| Provider | Service type | Compensation |
|---|---|---|
NPA ASSET MANAGEMENT2+ years Filed as: NPA ASSET MANAGMENT Service code 99 | Other Fees | $14,008 |
MORNINGSTAR1 year Service code 99 | Other Fees | $570 |
MURET CPA, PLLC1 year Service code 99 | Other Fees | $116 |
NPA ASSET MANAGEMENT2+ years Service code 99 · EIN 22-1063549 | Other Fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $14,748 | $56,640-74.0% | $80,977-81.8% | $57,658-74.4% |
| Participation rate | 9.0% | 75.9%-66.9pp | 75.8%-66.8pp | 70.2%-61.2pp |
| Annual return | 3.00% | 19.97%-17.0pp | 17.11%-14.1pp | 5.13%-2.1pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,715-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $267 | $4,944-94.6% | $5,696-95.3% | $3,061-91.3% |
| Admin fee / account holder | $79 | $87-8.8% | $5,517-98.6% | $95-16.0% |