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 | $92,090+36.3% | $106,201+18.2% | $77,671+61.6% |
| Participation rate | 95.3% | 81.0%+14.3pp | 75.3%+20.0pp | 70.6%+24.7pp |
| Annual return | 15.15% | 17.89%-2.7pp | 116.26%-101.1pp | 31.21%-16.1pp |
| Employer contribution / active EE | $6,792 | $3,368+101.6% | $3,170+114.3% | $2,726+149.1% |
| Participant deferral / active EE | $11,102 | $5,386+106.1% | $5,012+121.5% | $4,648+138.9% |
| Admin fee / account holder | $55 | $219-75.0% | $11,039-99.5% | $430-87.3% |