Filed December 22, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $11,022 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 26 · EIN 74-2794194 | Advisory (Participants) | $9,000 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $352 |
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 | $102,322 | $68,408+49.6% | $57,196+78.9% | $57,658+77.5% |
| Participation rate | 99.1% | 79.1%+20.0pp | 75.3%+23.8pp | 70.2%+28.9pp |
| Annual return | 1.20% | 8.51%-7.3pp | 14.59%-13.4pp | 5.13%-3.9pp |
| Employer contribution / active EE | $6,663 | $2,869+132.2% | $2,683+148.3% | $1,974+237.6% |
| Participant deferral / active EE | $4,395 | $2,903+51.4% | $3,096+41.9% | $3,061+43.6% |
| Admin fee / account holder | $25 | $70-63.6% | $3,141-99.2% | $95-73.2% |