Filed October 9, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC10+ years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,519 | $92,076+36.3% | $105,607+18.9% | $77,736+61.5% |
| Participation rate | 95.3% | 81.0%+14.3pp | 75.3%+20.0pp | 70.6%+24.7pp |
| Annual return | 15.15% | 17.84%-2.7pp | 116.11%-101.0pp | 31.26%-16.1pp |
| Employer contribution / active EE | $6,792 | $3,370+101.5% | $3,167+114.5% | $2,728+149.0% |
| Participant deferral / active EE | $11,102 | $5,390+106.0% | $5,011+121.5% | $4,651+138.7% |
| Admin fee / account holder | $55 | $219-74.9% | $10,958-99.5% | $433-87.3% |