Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,820 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $51,488 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $15,000 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 49 · EIN 84-2276766 | Other Services | $8,922 |
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 | $75,115 | $88,186-14.8% | $165,071-54.5% | $74,459+0.9% |
| Participation rate | 96.5% | 73.1%+23.3pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 15.80% | 17.13%-1.3pp | 70.17%-54.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $2,012 | $2,600-22.6% | $4,347-53.7% | $2,626-23.4% |
| Participant deferral / active EE | $7,697 | $4,505+70.9% | $6,035+27.5% | $4,350+77.0% |
| Admin fee / account holder | $489 | $2,234-78.1% | $12,695-96.2% | $1,945-74.9% |