Filed October 21, 1994
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $90,845 |
NFP RETIREMENT INC2+ years Filed as: NFP LINCOLN BENEFITS GROUP, INC. Service code 14 | Plan Administrator | $32,780 |
LOCKE & ASSOCIATES P.C.2+ years Filed as: LOCKE & ASSOCIATES, P.C. Service code 10 | Accounting | $30,000 |
LOCKE & ASSOCIATES P.C.2+ years Filed as: LOCKE & ASSOCAITES PC Service code 10 · EIN 23-2989882 | Accounting | $0 |
NFP RETIREMENT INC1 year Filed as: NFP LINCOLN BENEFITS GROUP Service code 50 · EIN 52-1548008 | Direct Payment | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,046 | $49,270-47.1% | $156,551-83.4% | $329,111-92.1% |
| Participation rate | 21.9% | 68.1%-46.2pp | 84.0%-62.1pp | 67.9%-45.9pp |
| Annual return | 6.24% | 23.25%-17.0pp | 32.23%-26.0pp | 16.35%-10.1pp |
| Employer contribution / active EE | $226 | $1,534-85.3% | $5,501-95.9% | $2,303-90.2% |
| Participant deferral / active EE | $397 | $2,920-86.4% | $4,871-91.9% | $3,682-89.2% |
| Admin fee / account holder | $28 | $51-45.4% | $13,028-99.8% | $754-96.3% |