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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $84,980 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $45,864 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $18,622 |
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.)
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 | $52,647 | $63,905-17.6% | $74,184-29.0% | $57,658-8.7% |
| Participation rate | 58.5% | 79.8%-21.2pp | 76.6%-18.1pp | 70.2%-11.7pp |
| Annual return | 5.74% | 60.60%-54.9pp | 17.74%-12.0pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,209 | $1,840-34.3% | $2,370-49.0% | $1,974-38.7% |
| Participant deferral / active EE | $2,028 | $3,448-41.2% | $3,550-42.9% | $3,061-33.7% |
| Admin fee / account holder | $352 | $91+287.0% | $5,586-93.7% | $95+272.8% |