Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $16,780 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,834 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN LIFE INSURANCE COM Service code 66 | Other insurance wrap fees; Insurance ... | $9,363 |
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $8,840 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $1,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,869 | $60,393-22.4% | $81,820-42.7% | $74,429-37.0% |
| Participation rate | 55.5% | 62.9%-7.4pp | 72.4%-16.9pp | 67.2%-11.7pp |
| Annual return | 17.88% | 16.89%+1.0pp | 777.93%-760.1pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $911 | $2,626-65.3% | $2,915-68.7% | $2,625-65.3% |
| Participant deferral / active EE | $1,700 | $3,397-49.9% | $4,323-60.7% | $4,348-60.9% |
| Admin fee / account holder | $203 | $1,491-86.4% | $7,391-97.2% | $1,944-89.5% |