Filed January 30, 2014 (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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 17 · EIN 33-0905143 120 VANTIS ST 400 · ALISO VIEJO, CA 92656 | Pension Consulting | $20,000 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS Service code 17 · EIN 52-1714114 100 EAST PRATT ST · BALTIMORE, MD 21202 | Pension Consulting | $5,000 |
OWINGS & COMPANY2 years Service code 17 · EIN 47-1066660 11710 PLAZA AMERICA DR SUITE 2000 · RESTON, VA 20190 | Pension Consulting | $2,079 |
T ROWE PRICE RPS INC2 years Service code 12 | Participant loan processing; Float re... | $0 |
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 | $128,330 | $46,966+173.2% | $185,117-30.7% | $69,634+84.3% |
| Participation rate | 93.4% | 65.3%+28.1pp | 77.3%+16.1pp | 70.7%+22.7pp |
| Annual return | 18.31% | 22.36%-4.1pp | 40.50%-22.2pp | 27572.26%-27553.9pp |
| Employer contribution / active EE | $11,779 | $1,360+765.8% | $4,182+181.7% | $2,032+479.6% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $5,045-100.0% | $3,224-100.0% |
| Admin fee / account holder | $33 | $94-65.1% | $8,159-99.6% | $110-70.4% |