Filed April 11, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 50 · EIN 33-0905143 | Direct Payment | $57,185 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 13 · EIN 84-0467907 | Contract Administrator | $55,931 |
Filed as: ENNIS PELLUM & ASSOCIATES CPA Service code 10 · EIN 59-1843700 | Accounting | $20,500 |
ALLSPRING1 year Service code 52 · EIN 83-6834374 | Indirect Investment Fees | $0 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
FEDERATED4 years Service code 52 · EIN 25-1470423 | 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 | $95,044-100.0% | $433,529-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.9%-22.9pp | 8.4%-8.4pp |
| Annual return | 12.21% | 20.06%-7.9pp | 12.74%-0.5pp | 18.35%-6.1pp |
| Employer contribution / active EE | $0 | $7,560-100.0% | $33,332-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $157-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,396-100.0% | $9,141-100.0% |