Filed November 3, 2013 (most recent of 2 filings on file)
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 INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $17,412 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,013 | $67,594-0.9% | $77,361-13.4% | $69,733-3.9% |
| Participation rate | 35.0% | 71.7%-36.7pp | 75.0%-40.0pp | 62.5%-27.5pp |
| Annual return | 12.32% | 19.20%-6.9pp | 1011.54%-999.2pp | 15.22%-2.9pp |
| Employer contribution / active EE | $949 | $2,649-64.2% | $2,990-68.3% | $2,250-57.8% |
| Participant deferral / active EE | $2,246 | $3,401-34.0% | $3,911-42.6% | $3,054-26.5% |
| Admin fee / account holder | $245 | $1,159-78.9% | $5,894-95.8% | $3,102-92.1% |