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 year Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $192,827 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,453 |
WINSTON & STRAWN LLP3+ years Service code 16 · EIN 36-1975990 | Consulting | $61,793 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $34,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$182,481 |
Form 5500 reported that benefits due were not provided when due.
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 | $55,451 | $107,415-48.4% | $135,998-59.2% | $80,187-30.8% |
| Participation rate | 90.5% | 78.0%+12.5pp | 81.9%+8.6pp | 72.9%+17.6pp |
| Annual return | 48.61% | 91.99%-43.4pp | 68.37%-19.8pp | 40.40%+8.2pp |
| Employer contribution / active EE | $1,485 | $3,878-61.7% | $4,860-69.4% | $2,980-50.2% |
| Participant deferral / active EE | $5,420 | $8,189-33.8% | $7,761-30.2% | $5,016+8.0% |
| Admin fee / account holder | $45 | $127-64.6% | $10,769-99.6% | $145-69.0% |