Filed April 12, 2010
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 ADVISOR SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $19,722 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $9,583 |
KEYBANK NATIONAL ASSOCIATION1+ years Filed as: KEYBANK, NA Service code 10 · EIN 34-6903863 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $7,462 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,650 | $54,320-4.9% | $67,653-23.7% | $52,331-1.3% |
| Participation rate | 51.8% | 73.6%-21.8pp | 75.7%-23.9pp | 68.1%-16.3pp |
| Annual return | 0.56% | 6.81%-6.2pp | 6625.22%-6624.7pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,166 | $1,544-24.5% | $2,266-48.5% | $1,882-38.0% |
| Participant deferral / active EE | $2,340 | $2,950-20.7% | $3,560-34.3% | $3,022-22.6% |
| Admin fee / account holder | $260 | $527-50.7% | $4,821-94.6% | $592-56.1% |