Filed May 30, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,547 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $19,464 |
QBI, LLC3 years Service code 15 · EIN 26-2768667 | Recordkeeping | $6,717 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,325 | $98,766-63.2% | $149,730-75.7% | $79,852-54.5% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.5%-3.8pp | 69.6%+9.0pp |
| Annual return | 12.07% | 27.43%-15.4pp | 276.70%-264.6pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,461 | $5,681+13.7% | $6,843-5.6% | $3,740+72.7% |
| Admin fee / account holder | $392 | $6,052-93.5% | $9,310-95.8% | $5,306-92.6% |