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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $116,455 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,053 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $13,283 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,695 | $75,284+7.2% | $91,004-11.3% | $69,631+15.9% |
| Participation rate | 98.4% | 80.4%+18.0pp | 75.6%+22.8pp | 70.7%+27.7pp |
| Annual return | 16.75% | 48.40%-31.6pp | 4.60%+12.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $2,825 | $2,473+14.2% | $2,456+15.0% | $2,032+39.0% |
| Participant deferral / active EE | $4,576 | $3,700+23.7% | $3,548+29.0% | $3,224+41.9% |
| Admin fee / account holder | $430 | $111+288.7% | $5,417-92.1% | $110+289.2% |