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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,657 |
Service code 61 · EIN 20-2052994 | Finders' fees / placement fees | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,835 | $70,002-36.0% | $115,038-61.0% | $52,331-14.3% |
| Participation rate | 46.0% | 72.1%-26.1pp | 81.4%-35.3pp | 68.1%-22.1pp |
| Annual return | 8.77% | 4.04%+4.7pp | 26.14%-17.4pp | 4.54%+4.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,188 | $4,920-35.2% | $6,026-47.1% | $3,022+5.5% |
| Admin fee / account holder | $59 | $566-89.5% | $8,175-99.3% | $592-90.0% |