Filed August 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $9,687 |
PACIFIC COASTAL PENSION SERVICES1+ years Service code 13 · EIN 26-0895846 16165 MONTEREY RD STE 201 · MORGAN HILL, CA 95037 | Contract Administrator | $6,444 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,223 | $72,177-17.9% | $115,038-48.5% | $59,633-0.7% |
| Participation rate | 40.7% | 72.6%-31.9pp | 81.4%-40.7pp | 68.7%-28.0pp |
| Annual return | 3.02% | 12.02%-9.0pp | 26.14%-23.1pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $1,299 | $2,841-54.3% | $4,608-71.8% | $2,203-41.0% |
| Participant deferral / active EE | $5,962 | $4,783+24.7% | $6,026-1.1% | $3,192+86.8% |
| Admin fee / account holder | $98 | $4,927-98.0% | $8,175-98.8% | $4,297-97.7% |