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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $9,183 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $7,316 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $3,962 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICES, INC. Service code 16 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Consulting | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,063 | $74,706-19.6% | $75,731-20.7% | $79,389-24.3% |
| Participation rate | 42.4% | 75.3%-33.0pp | 74.8%-32.5pp | 70.7%-28.3pp |
| Annual return | 24.29% | 18.52%+5.8pp | 104.65%-80.4pp | 116.89%-92.6pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,347 | $3,533-61.9% | $3,820-64.7% | $4,046-66.7% |
| Admin fee / account holder | $185 | $374-50.5% | $3,620-94.9% | $626-70.4% |