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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,074 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $7,610 |
BARLEY MCNAMARA WILD1+ years Service code 10 · EIN 27-3236857 | Accounting | $7,000 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,392 | $47,078-73.7% | $100,671-87.7% | $55,191-77.5% |
| Participation rate | 27.1% | 58.0%-30.9pp | 70.7%-43.6pp | 69.2%-42.1pp |
| Annual return | -2.66% | 0.65%-3.3pp | 20.43%-23.1pp | 10.78%-13.4pp |
| Employer contribution / active EE | $290 | $1,065-72.8% | $4,012-92.8% | $1,899-84.7% |
| Participant deferral / active EE | $766 | $2,038-62.4% | $3,144-75.6% | $3,046-74.9% |
| Admin fee / account holder | $123 | $153-20.0% | $4,850-97.5% | $91+35.1% |