Filed October 29, 1998
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $440,973 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,858 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $16,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,613 | $40,592+59.2% | $86,251-25.1% | $103,657-37.7% |
| Participation rate | 75.5% | 58.1%+17.4pp | 69.0%+6.6pp | 73.4%+2.1pp |
| Annual return | 14.54% | 18.32%-3.8pp | 1170.54%-1156.0pp | 33.13%-18.6pp |
| Employer contribution / active EE | $1,663 | $974+70.7% | $2,381-30.2% | $3,216-48.3% |
| Participant deferral / active EE | $2,846 | $2,072+37.4% | $3,987-28.6% | $5,218-45.5% |
| Admin fee / account holder | $74 | $85-13.0% | $6,857-98.9% | $114-35.4% |