Filed February 1, 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 SECURITIES, INC. Service code 71 · EIN 13-4029115 1250 CAPITAL OF TEXAS HWY. S. · AUSTIN, TX 78746 | Brokerage Fees | $38,162 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL Service code 14 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $7,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,180 | $37,117+10.9% | $147,617-72.1% | $55,191-25.4% |
| Participation rate | 31.8% | 63.6%-31.8pp | 84.6%-52.8pp | 69.2%-37.3pp |
| Annual return | -1.27% | 3.44%-4.7pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $700 | $1,620-56.8% | $5,564-87.4% | $1,899-63.1% |
| Participant deferral / active EE | $1,276 | $1,985-35.7% | $4,895-73.9% | $3,046-58.1% |
| Admin fee / account holder | $380 | $86+344.5% | $11,612-96.7% | $91+319.0% |