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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $42,550 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,666 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $2,682 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $373 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
QBI, LLC1 year Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $0 |
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 | $34,516 | $55,449-37.8% | $83,831-58.8% | $56,289-38.7% |
| Participation rate | 95.0% | 68.0%+27.0pp | 76.1%+18.9pp | 69.9%+25.2pp |
| Annual return | -4.19% | -1.38%-2.8pp | 850.99%-855.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $668 | $2,430-72.5% | $3,631-81.6% | $2,111-68.4% |
| Participant deferral / active EE | $4,374 | $2,935+49.0% | $4,082+7.2% | $3,350+30.6% |
| Admin fee / account holder | $85 | $656-87.1% | $5,479-98.5% | $521-83.7% |