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| Provider | Service type | Compensation |
|---|---|---|
IPS RIA, LLC1+ years Service code 27 10000 NORTH CENTRAL EXPWY STE 1100 · DALLAS, TX 75210 | Advisory (Plan) | $33,619 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 99 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Fees | $7,739 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 99 | Other Fees | $3,205 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,628 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,739 | $53,412+94.2% | $68,509+51.4% | $52,331+98.2% |
| Participation rate | 97.5% | 71.7%+25.9pp | 74.7%+22.8pp | 68.1%+29.4pp |
| Annual return | -1.82% | 3.42%-5.2pp | 8.27%-10.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,194 | $2,688+56.0% | $3,382+24.0% | $3,022+38.8% |
| Admin fee / account holder | $212 | $461-54.0% | $5,275-96.0% | $592-64.1% |