Filed June 7, 1991
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,000 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,601 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $30,823 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,308 | $105,179-2.7% | $64,110+59.6% | $80,187+27.6% |
| Participation rate | 80.9% | 73.5%+7.3pp | 72.3%+8.5pp | 72.9%+7.9pp |
| Annual return | 14.43% | 20.34%-5.9pp | 33.75%-19.3pp | 40.40%-26.0pp |
| Employer contribution / active EE | $2,593 | $3,311-21.7% | $2,751-5.7% | $2,980-13.0% |
| Participant deferral / active EE | $2,814 | $4,020-30.0% | $3,883-27.5% | $5,016-43.9% |
| Admin fee / account holder | $100 | $113-11.7% | $3,071-96.7% | $145-31.0% |