Filed March 11, 2006
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 INC2+ years Filed as: NFP SECURITIES, INC. Service code 16 · EIN 74-2794194 | Consulting | $26,770 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $24,351 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,990 | $56,640-34.7% | $80,977-54.3% | $57,658-35.8% |
| Participation rate | 83.4% | 75.9%+7.5pp | 75.8%+7.6pp | 70.2%+13.2pp |
| Annual return | 5.62% | 19.97%-14.4pp | 17.11%-11.5pp | 5.13%+0.5pp |
| Employer contribution / active EE | $450 | $2,085-78.4% | $3,715-87.9% | $1,974-77.2% |
| Participant deferral / active EE | $1,612 | $4,944-67.4% | $5,696-71.7% | $3,061-47.3% |
| Admin fee / account holder | $108 | $87+23.5% | $5,517-98.1% | $95+13.8% |