Filed January 28, 2015
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 |
|---|---|---|
Service code 13 17 COURT STREET, SUITE 300 · BUFFALO, NY 14202 | Contract Administrator | $32,113 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITES, INC. Service code 26 12501 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $21,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,448 | $62,324-44.7% | $68,509-49.7% | $55,191-37.6% |
| Participation rate | 87.2% | 78.9%+8.3pp | 74.7%+12.5pp | 69.2%+18.1pp |
| Annual return | -0.67% | 4.26%-4.9pp | 8.27%-8.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $312 | $2,223-85.9% | $2,278-86.3% | $1,899-83.5% |
| Participant deferral / active EE | $2,253 | $3,425-34.2% | $3,382-33.4% | $3,046-26.1% |
| Admin fee / account holder | $191 | $91+109.2% | $5,275-96.4% | $91+110.5% |