Filed June 8, 2017
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 INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,000 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $19,572 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $19,139 |
Service code 10 · EIN 13-4238973 | Accounting | $18,439 |
COASTAL PENSION SERVICES3 years Filed as: COASTAL PENSION SERVICES, LLC Service code 10 · EIN 52-1053785 | Accounting | $13,131 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,494 | $106,264+58.6% | $147,117+14.5% | $77,762+116.7% |
| Participation rate | 91.3% | 78.4%+12.9pp | 82.2%+9.2pp | 70.6%+20.8pp |
| Annual return | 16.79% | 56.94%-40.2pp | 420.54%-403.8pp | 31.27%-14.5pp |
| Employer contribution / active EE | $2,908 | $4,074-28.6% | $4,932-41.0% | $2,728+6.6% |
| Participant deferral / active EE | $12,797 | $8,003+59.9% | $8,065+58.7% | $4,651+175.2% |
| Admin fee / account holder | $240 | $334-28.3% | $12,993-98.2% | $433-44.6% |