Filed August 31, 2010
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 INC9 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,055 |
MILLER KAPLAN ARASE LLP10+ years Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $14,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $206,481 | $79,223+160.6% | $102,460+101.5% | $74,478+177.2% |
| Participation rate | 85.8% | 74.8%+11.1pp | 76.5%+9.3pp | 67.2%+18.6pp |
| Annual return | 14.72% | 54.98%-40.3pp | 29.47%-14.8pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $5,415 | $2,363+129.1% | $3,025+79.0% | $2,626+106.2% |
| Participant deferral / active EE | $10,124 | $4,417+129.2% | $5,056+100.2% | $4,350+132.7% |
| Admin fee / account holder | $303 | $2,003-84.9% | $9,460-96.8% | $1,946-84.4% |