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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $43,962 |
Service code 49 | Other Services | $9,449 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,175 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 · EIN 74-2794194 | Other Services | $0 |
Employer contribution per participant 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 | $67,515 | $49,073+37.6% | $75,501-10.6% | - |
| Participation rate | 93.2% | 76.4%+16.8pp | 72.4%+20.8pp | - |
| Annual return | 15.48% | 26.22%-10.7pp | 27.35%-11.9pp | - |
| Employer contribution / active EE | $1,129 | $3,349-66.3% | $2,352-52.0% | - |
| Participant deferral / active EE | $3,210 | $2,605+23.2% | $3,142+2.1% | - |
| Admin fee / account holder | $18 | $1,816-99.0% | $5,801-99.7% | - |