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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $37,515 |
NFP RETIREMENT INC3+ years Filed as: NFP SECURITIES, INC. Service code 16 · EIN 74-2794194 | Consulting | $25,000 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,250 |
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 | $78,341 | $71,192+10.0% | $117,861-33.5% | $62,293+25.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.62% | 18.66%-2.0pp | 335.11%-318.5pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,557 | $1,934+83.9% | $3,786-6.1% | $2,042+74.2% |
| Participant deferral / active EE | $6,369 | $3,189+99.7% | $4,482+42.1% | $3,169+101.0% |
| Admin fee / account holder | $218 | $587-62.8% | $8,021-97.3% | $479-54.4% |