Filed May 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,962 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $8,796 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,986 | $37,196-57.0% | $154,108-89.6% | $55,725-71.3% |
| Participation rate | 69.3% | 64.1%+5.3pp | 83.0%-13.7pp | 70.9%-1.5pp |
| Annual return | -6.83% | 1319.68%-1326.5pp | 735.21%-742.0pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,008 | $1,614-37.6% | $5,298-81.0% | $2,078-51.5% |
| Participant deferral / active EE | $1,843 | $2,068-10.9% | $5,081-63.7% | $3,356-45.1% |
| Admin fee / account holder | $138 | $102+35.5% | $13,411-99.0% | $115+19.5% |