Filed February 14, 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $249,461 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $75,000 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $30,293 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 31-2220280 | Accounting | $20,492 |
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 | $239,442 | $64,612+270.6% | $86,460+176.9% | $64,829+269.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.97% | 0.66%-18.6pp | 4399.82%-4417.8pp | 32.85%-50.8pp |
| Employer contribution / active EE | $5,712 | $2,744+108.1% | $3,771+51.5% | $2,507+127.8% |
| Participant deferral / active EE | $14,726 | $7,497+96.4% | $6,954+111.8% | $4,312+241.6% |
| Admin fee / account holder | $150 | $169-11.1% | $6,727-97.8% | $188-20.0% |