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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $18,119 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,125 |
TRAMER SHORE & ZWICK1+ years Filed as: TRAMER & ZWICK INC Service code 10 23775 COMMERCE PARK STE 1 · BEACHWOOD, OH 44122 | Accounting | $3,500 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $371 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,825 | $54,320+8.3% | $67,653-13.0% | $52,331+12.4% |
| Participation rate | 70.0% | 73.6%-3.6pp | 75.7%-5.7pp | 68.1%+1.9pp |
| Annual return | 0.03% | 6.81%-6.8pp | 6625.22%-6625.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $395 | $1,544-74.4% | $2,266-82.6% | $1,882-79.0% |
| Participant deferral / active EE | $3,180 | $2,950+7.8% | $3,560-10.7% | $3,022+5.2% |
| Admin fee / account holder | $33 | $527-93.7% | $4,821-99.3% | $592-94.4% |