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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,212 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,500 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,337 | $30,599+44.9% | $74,577-40.5% | $57,658-23.1% |
| Participation rate | 64.2% | 49.1%+15.1pp | 68.1%-3.9pp | 70.2%-6.0pp |
| Annual return | 10.17% | 14.24%-4.1pp | 20.47%-10.3pp | 5.13%+5.0pp |
| Employer contribution / active EE | $947 | $1,000-5.3% | $2,525-62.5% | $1,974-52.0% |
| Participant deferral / active EE | $4,645 | $1,805+157.3% | $3,458+34.3% | $3,061+51.8% |
| Admin fee / account holder | $190 | $98+93.4% | $4,138-95.4% | $95+100.6% |