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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,814 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,000 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,000 |
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.)
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 | $83,585 | $52,884+58.1% | $84,753-1.4% | $55,167+51.5% |
| Participation rate | 48.7% | 67.5%-18.8pp | 76.6%-27.9pp | 69.0%-20.3pp |
| Annual return | 8.12% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,288 | $2,233-42.3% | $3,574-64.0% | $1,963-34.4% |
| Participant deferral / active EE | $2,786 | $2,644+5.4% | $3,712-25.0% | $3,054-8.8% |
| Admin fee / account holder | $439 | $581-24.5% | $5,333-91.8% | $504-12.9% |