Filed December 18, 2018 (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 |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 35-2552359 FBO GALLAGHER BENEFITS SERVICES, 11 · BOSTON, MA 021165749 | Pension Consulting | $18,750 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLC Service code 17 · EIN 74-2794194 116 HUNTINGTON AVE · BOSTON, MA 021165749 | Pension Consulting | $10,625 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $8,250 |
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 | $156,561 | $68,408+128.9% | $57,196+173.7% | $57,661+171.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 6.93% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $7,545 | $2,869+163.0% | $2,683+181.2% | $1,974+282.2% |
| Participant deferral / active EE | $5,992 | $2,903+106.4% | $3,096+93.5% | $3,061+95.8% |
| Admin fee / account holder | $6 | $70-91.9% | $3,141-99.8% | $95-94.0% |