Filed December 19, 2019
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 INC1+ years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $93,395 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,944 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $18,500 |
WINSTON & STRAWN LLP1+ years Service code 29 · EIN 36-1975990 | Legal | $18,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$117,751 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,436 | $120,450-55.6% | $159,495-66.5% | $93,010-42.5% |
| Participation rate | 87.7% | 78.0%+9.7pp | 82.8%+4.9pp | 73.9%+13.8pp |
| Annual return | 14.18% | 27.11%-12.9pp | 263.72%-249.5pp | 158.70%-144.5pp |
| Employer contribution / active EE | $766 | $3,526-78.3% | $4,831-84.2% | $2,705-71.7% |
| Participant deferral / active EE | $4,242 | $7,283-41.8% | $7,354-42.3% | $4,561-7.0% |
| Admin fee / account holder | $22 | $137-84.0% | $10,804-99.8% | $152-85.6% |