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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $6,597 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $6,107 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,152 | $42,546-36.2% | $71,796-62.2% | $55,167-50.8% |
| Participation rate | 48.1% | 59.1%-11.0pp | 69.1%-21.0pp | 69.0%-20.9pp |
| Annual return | 10.44% | 12.36%-1.9pp | 78.04%-67.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,138 | $2,064-44.9% | $2,794-59.3% | $3,054-62.7% |
| Admin fee / account holder | $84 | $650-87.0% | $4,815-98.3% | $504-83.3% |