Filed March 5, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-1590850 | Advisory (Plan) | $107,793 |
THE MELTZER GROUP1 year Service code 17 · EIN 22-3811325 | Pension Consulting | $38,665 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,376 | $43,423+232.5% | $78,693+83.5% | $55,167+161.7% |
| Participation rate | 60.0% | 68.0%-8.0pp | 73.6%-13.6pp | 69.0%-9.0pp |
| Annual return | 6.99% | 11.53%-4.5pp | 62.18%-55.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,540 | $1,997+177.4% | $2,850+94.4% | $1,963+182.3% |
| Participant deferral / active EE | $4,619 | $2,509+84.1% | $3,517+31.3% | $3,054+51.2% |
| Admin fee / account holder | $598 | $416+43.7% | $4,511-86.7% | $504+18.7% |