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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 | $50,869 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $10,421 |
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.
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 | $35,696 | $37,039-3.6% | $147,617-75.8% | $59,188-39.7% |
| Participation rate | 27.1% | 63.8%-36.6pp | 84.6%-57.5pp | 69.4%-42.3pp |
| Annual return | -0.46% | 7.19%-7.6pp | 61.98%-62.4pp | 5.51%-6.0pp |
| Employer contribution / active EE | $109 | $1,353-92.0% | $5,564-98.0% | $2,098-94.8% |
| Participant deferral / active EE | $848 | $2,094-59.5% | $4,895-82.7% | $3,265-74.0% |
| Admin fee / account holder | $21 | $60-64.4% | $11,612-99.8% | $92-76.7% |