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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,869 | $60,323-22.3% | $81,812-42.7% | $74,495-37.1% |
| Participation rate | 55.5% | 62.9%-7.4pp | 72.3%-16.8pp | 67.2%-11.7pp |
| Annual return | 17.88% | 16.90%+1.0pp | 773.79%-755.9pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $911 | $2,620-65.2% | $2,912-68.7% | $2,623-65.3% |
| Participant deferral / active EE | $1,700 | $3,387-49.8% | $4,319-60.6% | $4,346-60.9% |
| Admin fee / account holder | $203 | $1,486-86.3% | $7,386-97.2% | $1,942-89.5% |