Filed November 17, 2020
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT, INC Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $38,400 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $26,522 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RET. PLAN SERVICES Service code 21 · EIN 52-1714114 | Bank Trustee | $336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,702 | $65,292-57.6% | $71,671-61.3% | $77,958-64.5% |
| Participation rate | 66.8% | 67.4%-0.6pp | 68.7%-1.9pp | 71.6%-4.8pp |
| Annual return | 18.33% | 21.25%-2.9pp | 20.65%-2.3pp | 20.87%-2.5pp |
| Employer contribution / active EE | $966 | $2,085-53.7% | $2,460-60.7% | $2,310-58.2% |
| Participant deferral / active EE | $2,647 | $3,008-12.0% | $3,438-23.0% | $3,537-25.1% |
| Admin fee / account holder | $9 | $84-89.6% | $5,558-99.8% | $97-91.0% |