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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $12,377 |
Service code 37 · EIN 04-2647786 | Loan Processing | $94 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,487 | $70,002-69.3% | $115,038-81.3% | $52,331-58.9% |
| Participation rate | 61.9% | 72.1%-10.2pp | 81.4%-19.5pp | 68.1%-6.2pp |
| Annual return | 3.72% | 4.04%-0.3pp | 26.14%-22.4pp | 4.54%-0.8pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,256 | $4,920-13.5% | $6,026-29.4% | $3,022+40.8% |
| Admin fee / account holder | $6 | $566-99.0% | $8,175-99.9% | $592-99.0% |