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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $18,778 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 13 | Contract Administrator | $10,389 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $7,500 |
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES (PA) Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $40,017 | $66,813-40.1% | $100,535-60.2% | $73,497-45.6% |
| Participation rate | 66.9% | 77.5%-10.6pp | 79.4%-12.6pp | 70.7%-3.8pp |
| Annual return | 7.43% | 25.70%-18.3pp | 30.90%-23.5pp | 28.51%-21.1pp |
| Employer contribution / active EE | $254 | $2,147-88.2% | $3,419-92.6% | $2,270-88.8% |
| Participant deferral / active EE | $1,473 | $5,883-75.0% | $6,271-76.5% | $3,740-60.6% |
| Admin fee / account holder | $171 | $512-66.5% | $8,085-97.9% | $513-66.6% |