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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 27 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $28,245 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
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 | $77,682 | $46,360+67.6% | $147,618-47.4% | $52,331+48.4% |
| Participation rate | 82.2% | 64.9%+17.3pp | 84.6%-2.4pp | 68.1%+14.1pp |
| Annual return | -0.06% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $4,695 | $2,126+120.8% | $5,565-15.6% | $1,882+149.5% |
| Participant deferral / active EE | $3,294 | $2,258+45.9% | $4,895-32.7% | $3,022+9.0% |
| Admin fee / account holder | $161 | $766-79.0% | $11,612-98.6% | $592-72.8% |