Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $87,125 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 50 · EIN 33-0905143 | Direct Payment | $33,056 |
Filed as: FIDUCIARY FIRST LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $11,630 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FEDERATED3 years Service code 52 · EIN 25-1470423 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,537-100.0% | $411,083-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.8%-30.8pp | 13.5%-13.5pp |
| Annual return | 18.49% | 2.60%+15.9pp | 5.50%+13.0pp | 9.29%+9.2pp |
| Employer contribution / active EE | $0 | $8,096-100.0% | $28,518-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $818-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $3,954-100.0% | $7,663-100.0% | $2,037-100.0% |