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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PBMARES WEALTH MANAGEMENT LLC Service code 26 · EIN 54-1926539 | Advisory (Participants) | $10,203 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $1,630 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $475 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,569 | $80,753-84.4% | $136,298-90.8% | $62,293-79.8% |
| Participation rate | 76.3% | 73.5%+2.7pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 26.13% | 35.83%-9.7pp | 5156.27%-5130.1pp | 28.90%-2.8pp |
| Employer contribution / active EE | $974 | $2,884-66.2% | $4,696-79.3% | $2,042-52.3% |
| Participant deferral / active EE | $2,142 | $5,164-58.5% | $6,247-65.7% | $3,169-32.4% |
| Admin fee / account holder | $149 | $525-71.7% | $9,244-98.4% | $479-69.0% |