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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIONDELLA, MILONE, & LASARACINA LL Service code 16 · EIN 06-1648707 | Consulting | $12,663 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,175 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 61 1250 S CAPITAL OF TEXAS HWY STE · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
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.
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 | $23,714 | $30,979-23.5% | $67,704-65.0% | $59,188-59.9% |
| Participation rate | 23.4% | 40.5%-17.1pp | 67.5%-44.1pp | 69.4%-46.0pp |
| Annual return | 0.21% | -1.74%+2.0pp | 25.41%-25.2pp | 5.51%-5.3pp |
| Employer contribution / active EE | $38 | $807-95.3% | $2,559-98.5% | $2,098-98.2% |
| Participant deferral / active EE | $702 | $1,603-56.2% | $3,585-80.4% | $3,265-78.5% |
| Admin fee / account holder | $36 | $81-56.0% | $4,255-99.2% | $92-61.4% |