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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Advisory (Plan) | $5,159 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 99 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Fees | $4,937 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $3,740 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC. Service code 55 1250 CAPITAL OF TX HWY S · AUSTIN, TX 78746 | Other Commissions | $1,545 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,074 | $37,134-10.9% | $100,671-67.1% | $52,331-36.8% |
| Participation rate | 45.4% | 57.7%-12.3pp | 70.7%-25.4pp | 68.1%-22.7pp |
| Annual return | -2.09% | 0.10%-2.2pp | 20.43%-22.5pp | 4.54%-6.6pp |
| Employer contribution / active EE | $411 | $1,187-65.4% | $4,012-89.8% | $1,882-78.1% |
| Participant deferral / active EE | $1,776 | $2,163-17.9% | $3,144-43.5% | $3,022-41.2% |
| Admin fee / account holder | $68 | $467-85.4% | $4,850-98.6% | $592-88.5% |