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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 | $58,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,950 |
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 | $17,382 | $30,979-43.9% | $67,704-74.3% | $59,188-70.6% |
| Participation rate | 93.4% | 40.5%+52.9pp | 67.5%+25.9pp | 69.4%+24.0pp |
| Annual return | 1.98% | -1.74%+3.7pp | 25.41%-23.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,344 | $807+66.4% | $2,559-47.5% | $2,098-36.0% |
| Participant deferral / active EE | $4,974 | $1,603+210.4% | $3,585+38.7% | $3,265+52.4% |
| Admin fee / account holder | $12 | $81-84.7% | $4,255-99.7% | $92-86.5% |